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BALCX vs VTARX
BALCX vs VTARX Comparison
Open Charts BALCX vs VTARX
American Funds American Balanced C
Price$38.04
Change-$0.59 (-1.53%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.61
Change-$1.60 (-14.27%)
VolumeN/A
Net Assets595.64M
BALCX vs VTARX Comparison Chart in %
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BALCX vs. VTARX commentary
Feb 05, 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 (596M). VTARX pays higher dividends than BALCX: VTARX (2.59) vs BALCX (1.25). 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). VTARX (46.00) and BALCX (44.00) have comparable annual turnover. 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 : 10.51 vs. VTARX (-8.42). BALCX return over 5 years is better than : 31.49 vs. VTARX (-21.60).
| 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 | 2.396 | -0.415 | -578% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 596M | 45,302% |
| Annual Yield % from dividends | 1.25 | 2.59 | 48% |
| Returns for 1 year | 10.51 | -8.42 | -125% |
| Returns for 3 years | 33.72 | 8.30 | 406% |
| Returns for 5 years | 31.49 | -21.60 | -146% |
| Returns for 10 years | 79.52 | 1.59 | 4,989% |
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