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POICX vs RLBGX
POICX vs RLBGX Comparison
Open Charts POICX vs RLBGX
Virtus Tactical Allocation C
Price$12.22
Change-$0.15 (-1.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.17
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
POICX vs RLBGX Comparison Chart
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POICX vs. RLBGX commentary
Nov 18, 2024
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 StrongBuy and RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 236B vs. POICX (659M). RLBGX pays higher dividends than POICX: RLBGX (2.55) vs POICX (0.45). POICX was incepted earlier than RLBGX: POICX (25 years) vs RLBGX (16 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. POICX (23.00). RLBGX has a lower initial minimum investment than POICX: RLBGX (250) vs POICX (2500). POICX (22.06) and RLBGX (21.31) have marching annual gain over last year. RLBGX return over 5 years is better than : 36.78 vs. POICX (23.13).
| POICX | RLBGX | POICX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 25 years | 16 years | - |
| Gain YTD | 14.529 | 14.385 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 236B | 0% |
| Annual Yield % from dividends | 0.45 | 2.55 | 18% |
| Returns for 1 year | 22.06 | 21.31 | 104% |
| Returns for 3 years | -18.22 | 11.30 | -161% |
| Returns for 5 years | 23.13 | 36.78 | 63% |
| Returns for 10 years | 26.10 | 53.54 | 49% |