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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$37.61
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$9.71
Change+$0.02 (+0.21%)
VolumeN/A
Net Assets604.96M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Dec 25, 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 (605M). 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 : 9.14 vs. VTARX (-7.52). BALFX return over 5 years is better than : 34.52 vs. VTARX (-20.63).
| 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 | 10.604 | -6.115 | -173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 605M | 44,463% |
| Annual Yield % from dividends | 1.67 | 2.07 | 81% |
| Returns for 1 year | 9.14 | -7.52 | -121% |
| Returns for 3 years | 37.54 | 17.83 | 210% |
| Returns for 5 years | 34.52 | -20.63 | -167% |
| Returns for 10 years | 73.52 | N/A | - |
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