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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$39.03
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation R6
Price$11.05
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Nov 14, 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 BALFX is a Buy and VTARX is a Buy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. VTARX (626M). VTARX pays higher dividends than BALFX: VTARX (2.06) vs BALFX (1.70). 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). BALFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). 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 : 9.94 vs. VTARX (-5.41). BALFX return over 5 years is better than : 41.19 vs. VTARX (-4.44).
| 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 | 16.221 | 8.002 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.70 | 2.06 | 82% |
| Returns for 1 year | 9.94 | -5.41 | -184% |
| Returns for 3 years | 43.43 | 25.37 | 171% |
| Returns for 5 years | 41.19 | -4.44 | -928% |
| Returns for 10 years | 77.81 | N/A | - |
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