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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$38.49
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets263.25B
Virtus Tactical Allocation R6
Price$11.28
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets640.78M
RLEFX vs VTARX Comparison Chart in %
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RLEFX vs. VTARX commentary
Sep 18, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. VTARX (641M). VTARX (2.02) and RLEFX (1.97) have matching dividends . RLEFX was incepted earlier than VTARX: RLEFX (10 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than RLEFX (0.39). RLEFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). RLEFX has a lower initial minimum investment than VTARX: RLEFX (250) vs VTARX (2500000). RLEFX annual gain was more profitable for investors over the last year : 9.82 vs. VTARX (-2.51).
| RLEFX | VTARX | RLEFX / VTARX | |
| Total Expense Ratio | 0.39 | 0.60 | 65% |
| Annual Report Gross Expense Ratio | 0.39 | 0.76 | 51% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 13.376 | 8.649 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 641M | 41,030% |
| Annual Yield % from dividends | 1.97 | 2.02 | 97% |
| Returns for 1 year | 9.82 | -2.51 | -391% |
| Returns for 3 years | 44.06 | 26.23 | 168% |
| Returns for 5 years | 44.46 | N/A | - |
| Returns for 10 years | N/A | N/A | - |