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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$33.98
Change-$0.82 (-2.36%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation R6
Price$11.88
Change-$0.27 (-2.22%)
VolumeN/A
CapitalizationN/A
RLBBX vs VTARX Comparison Chart
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RLBBX vs. VTARX 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 241B vs. VTARX (665M). VTARX pays higher dividends than RLBBX: VTARX (1.70) vs RLBBX (1.58). RLBBX was incepted earlier than VTARX: RLBBX (23 years) vs VTARX (4 years). RLBBX is a more actively managed with annual turnover of: 171.00 vs. VTARX (23.00). RLBBX has a lower initial minimum investment than VTARX: RLBBX (250) vs VTARX (2500000). VTARX annual gain was more profitable for investors over the last year : 18.36 vs. RLBBX (11.88).
| RLBBX | VTARX | RLBBX / VTARX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | 10.930 | 18.424 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 241B | 665M | 36,241% |
| Annual Yield % from dividends | 1.58 | 1.70 | 93% |
| Returns for 1 year | 11.88 | 18.36 | 65% |
| Returns for 3 years | 10.16 | -7.41 | -137% |
| Returns for 5 years | 28.86 | N/A | - |
| Returns for 10 years | 40.94 | N/A | - |
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