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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$36.85
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation R6
Price$11.26
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Jul 07, 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: 252B vs. VTARX (655M). VTARX pays higher dividends than BALFX: VTARX (2.01) vs BALFX (1.81). BALFX was incepted earlier than VTARX: BALFX (24 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 : 7.83 vs. VTARX (1.78).
| BALFX | VTARX | BALFX / VTARX | |
| Total Expense Ratio | 0.61 | 0.60 | 102% |
| Annual Report Gross Expense Ratio | 0.61 | 0.76 | 80% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 8.075 | 8.265 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 1.81 | 2.01 | 90% |
| Returns for 1 year | 7.83 | 1.78 | 440% |
| Returns for 3 years | 35.03 | 27.94 | 125% |
| Returns for 5 years | 41.29 | N/A | - |
| Returns for 10 years | 64.94 | N/A | - |