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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
Virtus Tactical Allocation I
Price$11.12
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
RLBEX vs VTAIX Comparison Chart
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RLBEX vs. VTAIX commentary
Jun 07, 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: 243B vs. VTAIX (647M). RLBEX pays higher dividends than VTAIX: RLBEX (1.90) vs VTAIX (1.76). RLBEX was incepted earlier than VTAIX: RLBEX (23 years) vs VTAIX (6 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 : 7.11 vs. VTAIX (0.44). RLBEX return over 5 years is better than : 34.72 vs. VTAIX (8.30).
| 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 | 6 years | - |
| Gain YTD | 4.698 | 5.845 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 243B | 647M | 37,558% |
| Annual Yield % from dividends | 1.90 | 1.76 | 108% |
| Returns for 1 year | 7.11 | 0.44 | 1,609% |
| Returns for 3 years | 22.20 | 15.70 | 141% |
| Returns for 5 years | 34.72 | 8.30 | 418% |
| Returns for 10 years | 61.31 | N/A | - |
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