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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$37.02
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
RLEFX vs VTARX Comparison Chart in %
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RLEFX 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 RLEFX is a Buy and VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 253B vs. VTARX (645M). VTARX (2.02) and RLEFX (2.00) 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 : 11.61 vs. VTARX (4.46).
| 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 | 8.693 | 8.169 | 106% |
| 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 | 2.00 | 2.02 | 99% |
| Returns for 1 year | 11.61 | 4.46 | 260% |
| Returns for 3 years | 31.57 | 17.71 | 178% |
| Returns for 5 years | 37.74 | N/A | - |
| Returns for 10 years | N/A | N/A | - |
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