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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$31.99
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets220.57B
Virtus Tactical Allocation R6
Price$9.90
Change-$0.35 (-3.41%)
VolumeN/A
Net Assets585.87M
RLBBX vs VTARX Comparison Chart
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RLBBX vs. VTARX commentary
Apr 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 Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 221B vs. VTARX (586M). VTARX pays higher dividends than RLBBX: VTARX (2.02) vs RLBBX (1.27). RLBBX was incepted earlier than VTARX: RLBBX (23 years) vs VTARX (4 years). RLBBX (1.33) is less costly to investors than VTARX (0.76). RLBBX is a more actively managed with annual turnover of: 171.00 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 : -2.40 vs. VTARX (-8.31).
| RLBBX | VTARX | RLBBX / VTARX | |
| Total Expense Ratio | 1.33 | 0.60 | 222% |
| Annual Report Gross Expense Ratio | 1.33 | 0.76 | 175% |
| Fund Existence | 23 years | 4 years | - |
| Gain YTD | -5.930 | -5.375 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 221B | 586M | 37,713% |
| Annual Yield % from dividends | 1.27 | 2.02 | 63% |
| Returns for 1 year | -2.40 | -8.31 | 29% |
| Returns for 3 years | 4.33 | -8.97 | -48% |
| Returns for 5 years | 36.45 | N/A | - |
| Returns for 10 years | 36.67 | N/A | - |
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