RLBBX
Price
$33.98
Change
-$0.82 (-2.36%)
Updated
Dec 18 closing price
VTARX
Price
$11.88
Change
-$0.27 (-2.22%)
Updated
Dec 18 closing price
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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$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).
RLBBXVTARXRLBBX / VTARX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence23 years4 years-
Gain YTD10.93018.42459%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets241B665M36,241%
Annual Yield % from dividends1.581.7093%
Returns for 1 year11.8818.3665%
Returns for 3 years10.16-7.41-137%
Returns for 5 years28.86N/A-
Returns for 10 years40.94N/A-
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