RLBBX
Price
$36.71
Change
-$0.01 (-0.03%)
Updated
Aug 7 closing price
Net Assets
253.12B
VTARX
Price
$11.22
Change
-$0.03 (-0.27%)
Updated
Aug 7 closing price
Net Assets
645.08M
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RLBBX vs VTARX

Header iconRLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARXBanner chart's image
American Funds American Balanced R2
Price$36.71
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Virtus Tactical Allocation R6
Price$11.22
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets645.08M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Aug 08, 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 VTARX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 253B vs. VTARX (645M). VTARX pays higher dividends than RLBBX: VTARX (2.02) vs RLBBX (1.16). RLBBX was incepted earlier than VTARX: RLBBX (23 years) vs VTARX (5 years). RLBBX (1.32) is less costly to investors than VTARX (0.76). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). RLBBX has a lower initial minimum investment than VTARX: RLBBX (250) vs VTARX (2500000). RLBBX annual gain was more profitable for investors over the last year : 10.56 vs. VTARX (4.46).
RLBBXVTARXRLBBX / VTARX
Total Expense Ratio1.320.60220%
Annual Report Gross Expense Ratio1.320.76174%
Fund Existence23 years5 years-
Gain YTD8.0868.16999%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets253B645M39,225%
Annual Yield % from dividends1.162.0258%
Returns for 1 year10.564.46237%
Returns for 3 years28.4017.71160%
Returns for 5 years32.41N/A-
Returns for 10 years56.66N/A-
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