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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.07
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Virtus Tactical Allocation I
Price$11.30
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets637.67M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Sep 09, 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: 259B vs. VTAIX (638M). VTAIX (1.87) and CLBAX (1.80) 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 : 9.95 vs. VTAIX (-1.62). CLBAX return over 5 years is better than : 41.54 vs. VTAIX (0.19).
| 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 | 11.362 | 7.786 | 146% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 638M | 40,596% |
| Annual Yield % from dividends | 1.80 | 1.87 | 96% |
| Returns for 1 year | 9.95 | -1.62 | -615% |
| Returns for 3 years | 40.92 | 24.04 | 170% |
| Returns for 5 years | 41.54 | 0.19 | 22,438% |
| Returns for 10 years | 88.47 | N/A | - |
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