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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$36.07
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
Virtus Tactical Allocation I
Price$11.88
Change-$0.04 (-0.34%)
VolumeN/A
CapitalizationN/A
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RLBEX vs VTAIX Comparison Chart
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RLBEX vs. VTAIX commentary
Sep 21, 2024
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 StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 236B vs. VTAIX (669M). RLBEX pays higher dividends than VTAIX: RLBEX (2.24) vs VTAIX (1.39). RLBEX was incepted earlier than VTAIX: RLBEX (22 years) vs VTAIX (6 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. VTAIX (23.00). RLBEX has a lower initial minimum investment than VTAIX: RLBEX (250) vs VTAIX (100000). VTAIX annual gain was more profitable for investors over the last year : 26.87 vs. RLBEX (24.39). RLBEX return over 5 years is better than : 39.84 vs. VTAIX (30.36).
| RLBEX | VTAIX | RLBEX / VTAIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 6 years | - |
| Gain YTD | 14.028 | 15.144 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 236B | 669M | 35,277% |
| Annual Yield % from dividends | 2.24 | 1.39 | 160% |
| Returns for 1 year | 24.39 | 26.87 | 91% |
| Returns for 3 years | 14.81 | -12.43 | -119% |
| Returns for 5 years | 39.84 | 30.36 | 131% |
| Returns for 10 years | 55.96 | N/A | - |
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