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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$35.40
Change-$0.11 (-0.31%)
VolumeN/A
Net Assets245.47B
Virtus Tactical Allocation I
Price$11.04
Change-$0.05 (-0.45%)
VolumeN/A
Net Assets644.36M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Jun 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: 245B vs. VTAIX (644M). VTAIX pays higher dividends than RLBBX: VTAIX (1.76) vs RLBBX (1.23). 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 : 3.86 vs. VTAIX (0.08). RLBBX return over 5 years is better than : 33.12 vs. VTAIX (7.60).
| 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 | 4.229 | 5.750 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 245B | 644M | 38,043% |
| Annual Yield % from dividends | 1.23 | 1.76 | 70% |
| Returns for 1 year | 3.86 | 0.08 | 4,571% |
| Returns for 3 years | 31.75 | 26.76 | 119% |
| Returns for 5 years | 33.12 | 7.60 | 436% |
| Returns for 10 years | 50.94 | N/A | - |
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