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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$38.44
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation I
Price$10.93
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Nov 20, 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 Hold and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. VTAIX (609M). VTAIX pays higher dividends than RLBBX: VTAIX (1.91) vs RLBBX (1.09). RLBBX was incepted earlier than VTAIX: RLBBX (24 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 : 8.15 vs. VTAIX (-6.91). RLBBX return over 5 years is better than : 34.47 vs. VTAIX (-8.87).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 1.32 | 0.87 | 152% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 13.290 | 5.167 | 257% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.09 | 1.91 | 57% |
| Returns for 1 year | 8.15 | -6.91 | -118% |
| Returns for 3 years | 38.09 | 23.19 | 164% |
| Returns for 5 years | 34.47 | -8.87 | -389% |
| Returns for 10 years | 63.47 | N/A | - |
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