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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$35.85
Change+$0.02 (+0.06%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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RLBBX vs VTAIX Comparison Chart
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RLBBX vs. VTAIX commentary
Sep 21, 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 StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 236B vs. VTAIX (669M). RLBBX pays higher dividends than VTAIX: RLBBX (1.58) vs VTAIX (1.39). RLBBX was incepted earlier than VTAIX: RLBBX (22 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 : 26.87 vs. RLBBX (23.47). RLBBX return over 5 years is better than : 34.96 vs. VTAIX (30.36).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 13.408 | 15.144 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 669M | 35,277% |
| Annual Yield % from dividends | 1.58 | 1.39 | 114% |
| Returns for 1 year | 23.47 | 26.87 | 87% |
| Returns for 3 years | 12.98 | -12.43 | -104% |
| Returns for 5 years | 34.96 | 30.36 | 115% |
| Returns for 10 years | 47.94 | N/A | - |
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