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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.90
Change-$0.26 (-2.14%)
VolumeN/A
CapitalizationN/A
RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX commentary
Dec 19, 2024
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 Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. VTAIX (665M). RLBBX pays higher dividends than VTAIX: RLBBX (1.58) vs VTAIX (1.39). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (6 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). RLBBX has a lower initial minimum investment than VTAIX: RLBBX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 18.12 vs. RLBBX (11.88). RLBBX return over 5 years is better than : 28.86 vs. VTAIX (25.64).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 10.930 | 18.245 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 1.58 | 1.39 | 114% |
| Returns for 1 year | 11.88 | 18.12 | 66% |
| Returns for 3 years | 10.16 | -7.85 | -129% |
| Returns for 5 years | 28.86 | 25.64 | 113% |
| Returns for 10 years | 40.94 | N/A | - |