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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$32.68
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Virtus Tactical Allocation I
Price$10.22
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets598.75M
RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 225B vs. VTAIX (599M). VTAIX pays higher dividends than RLBBX: VTAIX (1.85) vs RLBBX (1.27). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (6 years). RLBBX (1.33) is less costly to investors than VTAIX (0.87). RLBBX is a more actively managed with annual turnover of: 171.00 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 : 1.79 vs. VTAIX (-3.51). RLBBX return over 5 years is better than : 27.66 vs. VTAIX (12.36).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.33 | 0.76 | 175% |
| Annual Report Gross Expense Ratio | 1.33 | 0.87 | 153% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -3.901 | -2.927 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 599M | 37,563% |
| Annual Yield % from dividends | 1.27 | 1.85 | 69% |
| Returns for 1 year | 1.79 | -3.51 | -51% |
| Returns for 3 years | 8.01 | -2.10 | -381% |
| Returns for 5 years | 27.66 | 12.36 | 224% |
| Returns for 10 years | 38.50 | N/A | - |