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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Virtus Tactical Allocation I
Price$11.20
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Aug 17, 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: 256B vs. VTAIX (639M). VTAIX (1.87) and CLBAX (1.82) have matching dividends . 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 : 7.96 vs. VTAIX (-0.95). CLBAX return over 5 years is better than : 39.83 vs. VTAIX (1.36).
| 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 | 9.747 | 7.402 | 132% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 1.82 | 1.87 | 98% |
| Returns for 1 year | 7.96 | -0.95 | -839% |
| Returns for 3 years | 30.56 | 14.00 | 218% |
| Returns for 5 years | 39.83 | 1.36 | 2,933% |
| Returns for 10 years | 78.78 | N/A | - |
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