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BALFX vs VTARX
BALFX vs VTARX Comparison
Open Charts BALFX vs VTARX
American Funds American Balanced F1
Price$37.27
Change-$0.14 (-0.37%)
VolumeN/A
Net Assets255.61B
Virtus Tactical Allocation R6
Price$11.17
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.42M
BALFX vs VTARX Comparison Chart in %
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BALFX vs. VTARX commentary
Aug 20, 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: 256B vs. VTARX (639M). VTARX pays higher dividends than BALFX: VTARX (2.02) vs BALFX (1.79). 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 : 6.79 vs. VTARX (-0.96).
| 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 | 9.307 | 7.496 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 1.79 | 2.02 | 89% |
| Returns for 1 year | 6.79 | -0.96 | -708% |
| Returns for 3 years | 30.53 | 17.32 | 176% |
| Returns for 5 years | 37.45 | N/A | - |
| Returns for 10 years | 71.63 | N/A | - |