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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.93
Change+$0.05 (+0.13%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation I
Price$11.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.72M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Oct 19, 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 CLBAX is a Buy and VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 266B vs. VTAIX (627M). VTAIX pays higher dividends than CLBAX: VTAIX (1.91) vs CLBAX (1.76). CLBAX was incepted earlier than VTAIX: CLBAX (24 years) vs VTAIX (7 years). VTAIX (0.87) is less costly to investors than CLBAX (0.58). CLBAX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). CLBAX has a lower initial minimum investment than VTAIX: CLBAX (250) vs VTAIX (100000). CLBAX annual gain was more profitable for investors over the last year : 8.72 vs. VTAIX (-5.29). CLBAX return over 5 years is better than : 43.96 vs. VTAIX (-5.12).
| CLBAX | VTAIX | CLBAX / VTAIX | |
| Total Expense Ratio | 0.58 | 0.76 | 76% |
| Annual Report Gross Expense Ratio | 0.58 | 0.87 | 67% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 14.656 | 7.094 | 207% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.76 | 1.91 | 92% |
| Returns for 1 year | 8.72 | -5.29 | -165% |
| Returns for 3 years | 51.33 | 30.05 | 171% |
| Returns for 5 years | 43.96 | -5.12 | -859% |
| Returns for 10 years | 88.01 | N/A | - |
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