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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$38.96
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
Virtus Tactical Allocation I
Price$11.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets637.59M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Oct 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 Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. VTAIX (638M). VTAIX pays higher dividends than RLBEX: VTAIX (1.91) vs RLBEX (1.74). 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 : 9.60 vs. VTAIX (-2.87). RLBEX return over 5 years is better than : 43.58 vs. VTAIX (-2.27).
| 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 | 14.690 | 8.540 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 638M | 41,693% |
| Annual Yield % from dividends | 1.74 | 1.91 | 91% |
| Returns for 1 year | 9.60 | -2.87 | -334% |
| Returns for 3 years | 51.48 | 32.25 | 160% |
| Returns for 5 years | 43.58 | -2.27 | -1,917% |
| Returns for 10 years | 79.24 | N/A | - |
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