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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$10.47
Change+$0.10 (+0.96%)
VolumeN/A
Net Assets592.81M
American Funds American Balanced R5
Price$33.17
Change+$0.36 (+1.10%)
VolumeN/A
Net Assets223.62B
POICX vs RLBFX Comparison Chart
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POICX vs. RLBFX commentary
Apr 12, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 224B vs. POICX (593M). RLBFX pays higher dividends than POICX: RLBFX (2.26) vs POICX (0.75). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (23 years). POICX (1.87) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 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 : 1.19 vs. POICX (-8.03). RLBFX return over 5 years is better than : 37.06 vs. POICX (9.90).
| POICX | RLBFX | POICX / RLBFX | |
| Total Expense Ratio | 1.75 | 0.30 | 583% |
| Annual Report Gross Expense Ratio | 1.87 | 0.30 | 623% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | -4.296 | -3.179 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593M | 224B | 0% |
| Annual Yield % from dividends | 0.75 | 2.26 | 33% |
| Returns for 1 year | -8.03 | 1.19 | -677% |
| Returns for 3 years | -6.35 | 11.14 | -57% |
| Returns for 5 years | 9.90 | 37.06 | 27% |
| Returns for 10 years | 7.26 | 48.21 | 15% |
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