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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$32.90
Change-$0.08 (-0.24%)
VolumeN/A
Net Assets225.48B
Virtus Tactical Allocation I
Price$10.22
Change+$0.04 (+0.39%)
VolumeN/A
Net Assets598.75M
RLBEX vs VTAIX Comparison Chart
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RLBEX vs. VTAIX commentary
Apr 18, 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: 225B vs. VTAIX (599M). RLBEX pays higher dividends than VTAIX: RLBEX (1.97) vs VTAIX (1.85). RLBEX was incepted earlier than VTAIX: RLBEX (23 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 2.55 vs. VTAIX (-3.51). RLBEX return over 5 years is better than : 31.66 vs. VTAIX (12.36).
| RLBEX | VTAIX | RLBEX / VTAIX | |
| Total Expense Ratio | 0.60 | 0.76 | 79% |
| Annual Report Gross Expense Ratio | 0.60 | 0.87 | 69% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | -3.702 | -2.927 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 225B | 599M | 37,563% |
| Annual Yield % from dividends | 1.97 | 1.85 | 107% |
| Returns for 1 year | 2.55 | -3.51 | -72% |
| Returns for 3 years | 9.93 | -2.10 | -473% |
| Returns for 5 years | 31.66 | 12.36 | 256% |
| Returns for 10 years | 46.29 | N/A | - |
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