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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$35.82
Change-$0.32 (-0.89%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.92
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX 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 RLBBX is a StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. VTAIX (659M). RLBBX pays higher dividends than VTAIX: RLBBX (1.58) vs VTAIX (1.39). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (6 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). RLBBX has a lower initial minimum investment than VTAIX: RLBBX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 23.40 vs. RLBBX (20.00). RLBBX return over 5 years is better than : 30.90 vs. VTAIX (28.66).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 13.314 | 15.532 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 659M | 35,812% |
| Annual Yield % from dividends | 1.58 | 1.39 | 114% |
| Returns for 1 year | 20.00 | 23.40 | 85% |
| Returns for 3 years | 8.71 | -16.01 | -54% |
| Returns for 5 years | 30.90 | 28.66 | 108% |
| Returns for 10 years | 44.74 | N/A | - |
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