Interact to see
Advertisement
Advertisement
BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$39.82
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$11.13
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
BALFX vs VTARX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
BALFX vs. VTARX commentary
Dec 04, 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 StrongBuy and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
BALFX has more cash in the bank: 269B vs. VTARX (619M). VTARX pays higher dividends than BALFX: VTARX (2.07) vs BALFX (1.67). 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 : 9.26 vs. VTARX (-7.39). BALFX return over 5 years is better than : 38.94 vs. VTARX (-8.61).
| 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 | 16.544 | 7.229 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.67 | 2.07 | 81% |
| Returns for 1 year | 9.26 | -7.39 | -125% |
| Returns for 3 years | 40.12 | 21.52 | 186% |
| Returns for 5 years | 38.94 | -8.61 | -452% |
| Returns for 10 years | 74.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PSCI | 150.46 | 0.97 | +0.65% |
| Invesco S&P SmallCap Industrials ETF | |||
| JQUA | 63.02 | 0.21 | +0.33% |
| JPMorgan US Quality Factor ETF | |||
| HELX | 37.39 | 0.04 | +0.10% |
| Franklin Genomic Advancements ETF | |||
| IBMP | 25.35 | 0.01 | +0.06% |
| iShares iBonds Dec 2027 Term Muni Bd ETF | |||
| ORR | 33.21 | -0.31 | -0.91% |
| Militia Long/Short Equity ETF | |||