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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$38.53
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets262.26B
Virtus Tactical Allocation I
Price$11.28
Change-$0.04 (-0.35%)
VolumeN/A
Net Assets637.66M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Sep 16, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 262B vs. VTAIX (638M). VTAIX (1.87) and RLBEX (1.79) 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 : 10.30 vs. VTAIX (-2.36). RLBEX return over 5 years is better than : 43.12 vs. VTAIX (1.82).
| 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 | 13.113 | 8.169 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 638M | 41,066% |
| Annual Yield % from dividends | 1.79 | 1.87 | 96% |
| Returns for 1 year | 10.30 | -2.36 | -437% |
| Returns for 3 years | 42.22 | 23.05 | 183% |
| Returns for 5 years | 43.12 | 1.82 | 2,367% |
| Returns for 10 years | 80.03 | N/A | - |
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