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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$36.43
Change-$0.25 (-0.68%)
VolumeN/A
Net Assets252.98B
Virtus Tactical Allocation I
Price$11.14
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets642.94M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Aug 02, 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 RLBBX is a Buy and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. VTAIX (643M). VTAIX pays higher dividends than RLBBX: VTAIX (1.87) vs RLBBX (1.16). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (7 years). RLBBX (1.32) is less costly to investors than VTAIX (0.87). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RLBBX has a lower initial minimum investment than VTAIX: RLBBX (250) vs VTAIX (100000). RLBBX annual gain was more profitable for investors over the last year : 6.70 vs. VTAIX (1.61). RLBBX return over 5 years is better than : 33.06 vs. VTAIX (3.75).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 1.32 | 0.87 | 152% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 7.262 | 7.594 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 643M | 39,347% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 6.70 | 1.61 | 417% |
| Returns for 3 years | 28.33 | 18.82 | 151% |
| Returns for 5 years | 33.06 | 3.75 | 882% |
| Returns for 10 years | 55.52 | N/A | - |
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