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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.02
Change-$0.07 (-0.63%)
VolumeN/A
Net Assets642.01M
American Funds American Balanced R5
Price$34.98
Change-$0.33 (-0.93%)
VolumeN/A
Net Assets241.5B
POICX vs RLBFX Comparison Chart
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POICX vs. RLBFX commentary
Mar 04, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 242B vs. POICX (642M). RLBFX pays higher dividends than POICX: RLBFX (2.50) vs POICX (0.45). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. POICX (23.00). 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 : 7.01 vs. POICX (-2.80). RLBFX return over 5 years is better than : 33.78 vs. POICX (5.92).
| POICX | RLBFX | POICX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 2.306 | 1.716 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 242B | 0% |
| Annual Yield % from dividends | 0.45 | 2.50 | 18% |
| Returns for 1 year | -2.80 | 7.01 | -40% |
| Returns for 3 years | -1.38 | 16.00 | -9% |
| Returns for 5 years | 5.92 | 33.78 | 18% |
| Returns for 10 years | 16.07 | 55.70 | 29% |
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