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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$34.70
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
Virtus Tactical Allocation R6
Price$10.60
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
RLBBX vs VTARX Comparison Chart
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RLBBX vs. VTARX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 240B vs. VTARX (641M). 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). RLBBX annual gain was more profitable for investors over the last year : 11.43 vs. VTARX (4.35).
| 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 | 1.909 | 0.952 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 240B | 641M | 37,441% |
| Annual Yield % from dividends | 1.58 | 1.70 | 93% |
| Returns for 1 year | 11.43 | 4.35 | 263% |
| Returns for 3 years | 10.54 | -7.45 | -141% |
| Returns for 5 years | 25.81 | N/A | - |
| Returns for 10 years | 49.88 | N/A | - |