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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$37.32
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$9.71
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets604.96M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Dec 25, 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 BALCX is a StrongBuy and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 269B vs. VTARX (605M). VTARX pays higher dividends than BALCX: VTARX (2.07) vs BALCX (1.08). BALCX was incepted earlier than VTARX: BALCX (25 years) vs VTARX (5 years). BALCX (1.31) is less costly to investors than VTARX (0.76). BALCX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). BALCX has a lower initial minimum investment than VTARX: BALCX (250) vs VTARX (2500000). BALCX annual gain was more profitable for investors over the last year : 8.54 vs. VTARX (-7.52). BALCX return over 5 years is better than : 30.78 vs. VTARX (-20.63).
| BALCX | VTARX | BALCX / VTARX | |
| Total Expense Ratio | 1.31 | 0.60 | 218% |
| Annual Report Gross Expense Ratio | 1.31 | 0.76 | 172% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 10.004 | -6.115 | -164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 605M | 44,463% |
| Annual Yield % from dividends | 1.08 | 2.07 | 52% |
| Returns for 1 year | 8.54 | -7.52 | -113% |
| Returns for 3 years | 34.84 | 17.83 | 195% |
| Returns for 5 years | 30.78 | -20.63 | -149% |
| Returns for 10 years | 66.04 | N/A | - |
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