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RLBGX vs VTARX
RLBGX vs VTARX Comparison
Open Charts RLBGX vs VTARX
American Funds American Balanced R6
Price$37.08
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
Virtus Tactical Allocation R6
Price$11.22
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets645.08M
RLBGX vs VTARX Comparison Chart in %
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RLBGX vs. VTARX commentary
Aug 08, 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 RLBGX is a Buy and VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 253B vs. VTARX (645M). RLBGX pays higher dividends than VTARX: RLBGX (2.13) vs VTARX (2.02). RLBGX was incepted earlier than VTARX: RLBGX (16 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). RLBGX has a lower initial minimum investment than VTARX: RLBGX (250) vs VTARX (2500000). RLBGX annual gain was more profitable for investors over the last year : 11.78 vs. VTARX (4.46).
| RLBGX | VTARX | RLBGX / VTARX | |
| Total Expense Ratio | 0.25 | 0.60 | 42% |
| Annual Report Gross Expense Ratio | 0.25 | 0.76 | 33% |
| Fund Existence | 16 years | 5 years | - |
| Gain YTD | 8.787 | 8.169 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 645M | 39,225% |
| Annual Yield % from dividends | 2.13 | 2.02 | 105% |
| Returns for 1 year | 11.78 | 4.46 | 264% |
| Returns for 3 years | 32.10 | 17.71 | 181% |
| Returns for 5 years | 38.61 | N/A | - |
| Returns for 10 years | 67.05 | N/A | - |
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