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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$34.94
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets240.76B
Virtus Tactical Allocation I
Price$11.09
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets649.78M
RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX commentary
May 21, 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: 241B vs. VTAIX (650M). VTAIX pays higher dividends than RLBBX: VTAIX (1.82) vs RLBBX (1.27). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (6 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 : 4.84 vs. VTAIX (0.98). RLBBX return over 5 years is better than : 35.37 vs. VTAIX (14.17).
| 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 | 6 years | - |
| Gain YTD | 2.744 | 6.036 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 650M | 37,077% |
| Annual Yield % from dividends | 1.27 | 1.82 | 70% |
| Returns for 1 year | 4.84 | 0.98 | 493% |
| Returns for 3 years | 22.62 | 20.98 | 108% |
| Returns for 5 years | 35.37 | 14.17 | 250% |
| Returns for 10 years | 47.60 | N/A | - |