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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$35.61
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation R6
Price$11.02
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets641.83M
BALFX vs VTARX Comparison Chart
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BALFX vs. VTARX commentary
Jun 16, 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: 244B vs. VTARX (642M). VTARX (1.92) and BALFX (1.88) have matching dividends . 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 : 5.26 vs. VTARX (0.07).
| 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 | 4.438 | 5.330 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 1.88 | 1.92 | 98% |
| Returns for 1 year | 5.26 | 0.07 | 7,445% |
| Returns for 3 years | 32.52 | 26.68 | 122% |
| Returns for 5 years | 38.20 | N/A | - |
| Returns for 10 years | 57.60 | N/A | - |
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