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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.98
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation I
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. VTAIX (626M). VTAIX pays higher dividends than CLBAX: VTAIX (1.91) vs CLBAX (1.73). 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 : 8.74 vs. VTAIX (-5.55). CLBAX return over 5 years is better than : 41.36 vs. VTAIX (-5.19).
| 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 | 14.803 | 7.866 | 188% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.73 | 1.91 | 91% |
| Returns for 1 year | 8.74 | -5.55 | -157% |
| Returns for 3 years | 43.29 | 24.75 | 175% |
| Returns for 5 years | 41.36 | -5.19 | -796% |
| Returns for 10 years | 86.58 | N/A | - |
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