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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$38.93
Change+$0.27 (+0.70%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation R6
Price$11.16
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets626.72M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Oct 21, 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.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 266B vs. VTARX (627M). VTARX pays higher dividends than RLBBX: VTARX (2.06) vs RLBBX (1.11). 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 : 8.53 vs. VTARX (-5.54). RLBBX return over 5 years is better than : 39.99 vs. VTARX (-4.14).
| RLBBX | VTARX | RLBBX / VTARX | |
| Total Expense Ratio | 1.32 | 0.60 | 220% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 14.734 | 7.229 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.11 | 2.06 | 54% |
| Returns for 1 year | 8.53 | -5.54 | -154% |
| Returns for 3 years | 47.80 | 31.43 | 152% |
| Returns for 5 years | 39.99 | -4.14 | -967% |
| Returns for 10 years | 65.82 | N/A | - |
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