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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$38.70
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets265.73B
Virtus Tactical Allocation I
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.59M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Oct 07, 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: 266B vs. VTAIX (638M). VTAIX pays higher dividends than RLBBX: VTAIX (1.91) vs RLBBX (1.11). 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 : 8.76 vs. VTAIX (-2.87). RLBBX return over 5 years is better than : 39.21 vs. VTAIX (-2.27).
| 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 | 14.056 | 8.540 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 638M | 41,693% |
| Annual Yield % from dividends | 1.11 | 1.91 | 58% |
| Returns for 1 year | 8.76 | -2.87 | -305% |
| Returns for 3 years | 48.35 | 32.25 | 150% |
| Returns for 5 years | 39.21 | -2.27 | -1,725% |
| Returns for 10 years | 69.12 | N/A | - |
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