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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
Virtus Tactical Allocation R6
Price$10.91
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
RLEFX vs VTARX Comparison Chart in %
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RLEFX vs. VTARX commentary
Nov 20, 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 Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. VTARX (609M). VTARX pays higher dividends than RLEFX: VTARX (2.06) vs RLEFX (1.89). 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 : 9.19 vs. VTARX (-6.78). RLEFX return over 5 years is better than : 39.92 vs. VTARX (-8.15).
| 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 | 14.230 | 5.295 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 609M | 43,186% |
| Annual Yield % from dividends | 1.89 | 2.06 | 92% |
| Returns for 1 year | 9.19 | -6.78 | -136% |
| Returns for 3 years | 41.75 | 23.80 | 175% |
| Returns for 5 years | 39.92 | -8.15 | -490% |
| Returns for 10 years | 73.11 | N/A | - |
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