Interact to see
Advertisement
Advertisement
RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$37.08
Change-$0.14 (-0.38%)
VolumeN/A
Net Assets256.44B
Virtus Tactical Allocation I
Price$11.22
Change-$0.05 (-0.44%)
VolumeN/A
Net Assets642.66M
RLBBX vs VTAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
RLBBX vs. VTAIX commentary
Aug 26, 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: 256B vs. VTAIX (643M). VTAIX pays higher dividends than RLBBX: VTAIX (1.87) vs RLBBX (1.16). RLBBX was incepted earlier than VTAIX: RLBBX (23 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 : 5.85 vs. VTAIX (-1.86). RLBBX return over 5 years is better than : 32.46 vs. VTAIX (-1.85).
| 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 | 7 years | - |
| Gain YTD | 9.176 | 8.073 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 643M | 39,813% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 5.85 | -1.86 | -314% |
| Returns for 3 years | 31.29 | 20.44 | 153% |
| Returns for 5 years | 32.46 | -1.85 | -1,754% |
| Returns for 10 years | 64.33 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement