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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation I
Price$10.62
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. VTAIX (641M). 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). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. VTAIX (3.97). RLBBX return over 5 years is better than : 25.81 vs. VTAIX (6.97).
| 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 | 1.909 | 0.760 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 1.58 | 1.39 | 114% |
| Returns for 1 year | 11.43 | 3.97 | 288% |
| Returns for 3 years | 10.54 | -8.05 | -131% |
| Returns for 5 years | 25.81 | 6.97 | 370% |
| Returns for 10 years | 49.88 | N/A | - |