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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$36.69
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
Virtus Tactical Allocation I
Price$11.14
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets642.94M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Aug 02, 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 RLBEX is a Buy and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 253B vs. VTAIX (643M). VTAIX (1.87) and RLBEX (1.81) have matching dividends . RLBEX was incepted earlier than VTAIX: RLBEX (23 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RLBEX has a lower initial minimum investment than VTAIX: RLBEX (250) vs VTAIX (100000). RLBEX annual gain was more profitable for investors over the last year : 7.51 vs. VTAIX (1.61). RLBEX return over 5 years is better than : 37.24 vs. VTAIX (3.75).
| RLBEX | VTAIX | RLBEX / VTAIX | |
| Total Expense Ratio | 0.59 | 0.76 | 78% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 7.711 | 7.594 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 643M | 39,347% |
| Annual Yield % from dividends | 1.81 | 1.87 | 97% |
| Returns for 1 year | 7.51 | 1.61 | 467% |
| Returns for 3 years | 30.83 | 18.82 | 164% |
| Returns for 5 years | 37.24 | 3.75 | 994% |
| Returns for 10 years | 64.49 | N/A | - |
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