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RLEFX vs VTAIX
RLEFX vs VTAIX Comparison
Open Charts RLEFX vs VTAIX
American Funds American Balanced R5E
Price$36.73
Change-$0.26 (-0.70%)
VolumeN/A
Net Assets252.98B
Virtus Tactical Allocation I
Price$11.14
Change-$0.08 (-0.71%)
VolumeN/A
Net Assets642.94M
RLEFX vs VTAIX Comparison Chart in %
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RLEFX vs. VTAIX commentary
Aug 02, 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 RLEFX is a Buy and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. VTAIX (643M). RLEFX pays higher dividends than VTAIX: RLEFX (2.00) vs VTAIX (1.87). RLEFX was incepted earlier than VTAIX: RLEFX (10 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RLEFX has a lower initial minimum investment than VTAIX: RLEFX (250) vs VTAIX (100000). RLEFX annual gain was more profitable for investors over the last year : 7.71 vs. VTAIX (1.61). RLEFX return over 5 years is better than : 38.42 vs. VTAIX (3.75).
| RLEFX | VTAIX | RLEFX / VTAIX | |
| Total Expense Ratio | 0.39 | 0.76 | 51% |
| Annual Report Gross Expense Ratio | 0.39 | 0.87 | 45% |
| Fund Existence | 10 years | 7 years | - |
| Gain YTD | 7.841 | 7.594 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 253B | 643M | 39,347% |
| Annual Yield % from dividends | 2.00 | 1.87 | 107% |
| Returns for 1 year | 7.71 | 1.61 | 480% |
| Returns for 3 years | 31.51 | 18.82 | 167% |
| Returns for 5 years | 38.42 | 3.75 | 1,026% |
| Returns for 10 years | N/A | N/A | - |
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