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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$38.37
Change-$0.56 (-1.44%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.61
Change-$1.60 (-14.27%)
VolumeN/A
Net Assets595.64M
BALFX vs VTARX Comparison Chart in %
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BALFX 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 BALFX is a Hold and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. VTARX (596M). VTARX pays higher dividends than BALFX: VTARX (2.59) vs BALFX (1.86). BALFX was incepted earlier than VTARX: BALFX (25 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than BALFX (0.61). VTARX (46.00) and BALFX (44.00) have comparable annual turnover. BALFX has a lower initial minimum investment than VTARX: BALFX (250) vs VTARX (2500000). BALFX annual gain was more profitable for investors over the last year : 11.33 vs. VTARX (-8.42). BALFX return over 5 years is better than : 35.49 vs. VTARX (-21.60).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 25 years | 5 years | - |
| Gain YTD | 2.457 | -0.415 | -593% |
| 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 | 1.86 | 2.59 | 72% |
| Returns for 1 year | 11.33 | -8.42 | -135% |
| Returns for 3 years | 36.69 | 8.30 | 442% |
| Returns for 5 years | 35.49 | -21.60 | -164% |
| Returns for 10 years | 87.98 | 1.59 | 5,520% |
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