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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.41
Change+$0.14 (+0.37%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation I
Price$9.81
Change+$0.04 (+0.41%)
VolumeN/A
Net Assets603.1M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Jan 16, 2026
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 Hold and VTAIX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 270B vs. VTAIX (603M). VTAIX pays higher dividends than CLBAX: VTAIX (2.43) vs CLBAX (1.94). 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 : 13.25 vs. VTAIX (-4.90). CLBAX return over 5 years is better than : 38.94 vs. VTAIX (-18.57).
| 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 | 2.701 | 1.343 | 201% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 603M | 44,776% |
| Annual Yield % from dividends | 1.94 | 2.43 | 80% |
| Returns for 1 year | 13.25 | -4.90 | -270% |
| Returns for 3 years | 38.23 | 13.04 | 293% |
| Returns for 5 years | 38.94 | -18.57 | -210% |
| Returns for 10 years | 102.56 | N/A | - |
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