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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.59
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets637.41M
American Funds American Balanced R5
Price$39.03
Change-$0.14 (-0.36%)
VolumeN/A
Net Assets266.55B
POICX vs RLBFX Comparison Chart in %
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POICX vs. RLBFX commentary
Oct 10, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is POICX is a Hold and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 267B vs. POICX (637M). RLBFX pays higher dividends than POICX: RLBFX (2.00) vs POICX (0.90). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (23 years). POICX (1.87) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBFX has a lower initial minimum investment than POICX: RLBFX (250) vs POICX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.41 vs. POICX (-3.97). RLBFX return over 5 years is better than : 43.76 vs. POICX (-7.52).
| POICX | RLBFX | POICX / RLBFX | |
| Total Expense Ratio | 1.75 | 0.29 | 603% |
| Annual Report Gross Expense Ratio | 1.87 | 0.29 | 645% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 7.795 | 14.743 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 637M | 267B | 0% |
| Annual Yield % from dividends | 0.90 | 2.00 | 45% |
| Returns for 1 year | -3.97 | 9.41 | -42% |
| Returns for 3 years | 30.29 | 53.56 | 57% |
| Returns for 5 years | -7.52 | 43.76 | -17% |
| Returns for 10 years | 36.02 | 79.88 | 45% |
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