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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$39.24
Change+$0.26 (+0.67%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation R6
Price$11.16
Change+$0.07 (+0.63%)
VolumeN/A
Net Assets626.72M
RLEFX vs VTARX Comparison Chart in %
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RLEFX vs. VTARX commentary
Oct 21, 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: 266B vs. VTARX (627M). VTARX pays higher dividends than RLEFX: VTARX (2.06) vs RLEFX (1.92). 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 : 9.57 vs. VTARX (-5.54). RLEFX return over 5 years is better than : 45.60 vs. VTARX (-4.14).
| 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 | 15.585 | 7.229 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.92 | 2.06 | 93% |
| Returns for 1 year | 9.57 | -5.54 | -173% |
| Returns for 3 years | 51.74 | 31.43 | 165% |
| Returns for 5 years | 45.60 | -4.14 | -1,103% |
| Returns for 10 years | N/A | N/A | - |
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