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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.75
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets605.44M
BALFX vs VTARX Comparison Chart in %
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BALFX 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 BALFX is a Hold and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 270B vs. VTARX (605M). VTARX pays higher dividends than BALFX: VTARX (2.60) vs BALFX (1.91). 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 : 14.23 vs. VTARX (-3.78). BALFX return over 5 years is better than : 36.55 vs. VTARX (-18.31).
| 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 | 2.350 | 1.036 | 227% |
| 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 | 1.91 | 2.60 | 73% |
| Returns for 1 year | 14.23 | -3.78 | -377% |
| Returns for 3 years | 37.69 | 13.11 | 288% |
| Returns for 5 years | 36.55 | -18.31 | -200% |
| Returns for 10 years | 88.94 | 3.71 | 2,399% |
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