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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$38.01
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.75
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets605.44M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Jan 15, 2026
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 Hold and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 270B vs. VTARX (605M). VTARX pays higher dividends than BALCX: VTARX (2.60) vs BALCX (1.28). 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 : 13.38 vs. VTARX (-3.78). BALCX return over 5 years is better than : 32.47 vs. VTARX (-18.31).
| 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 | 2.315 | 1.036 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 605M | 44,628% |
| Annual Yield % from dividends | 1.28 | 2.60 | 49% |
| Returns for 1 year | 13.38 | -3.78 | -354% |
| Returns for 3 years | 34.71 | 13.11 | 265% |
| Returns for 5 years | 32.47 | -18.31 | -177% |
| Returns for 10 years | 80.41 | 3.71 | 2,169% |
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