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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$38.27
Change-$0.05 (-0.13%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation I
Price$9.60
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets589.12M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Feb 05, 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 (589M). VTAIX pays higher dividends than CLBAX: VTAIX (2.42) vs CLBAX (1.89). 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). VTAIX (46.00) and CLBAX (44.00) have comparable annual turnover. 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 : 10.70 vs. VTAIX (-9.17). CLBAX return over 5 years is better than : 37.08 vs. VTAIX (-23.44).
| 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 | 2.326 | -0.826 | -281% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 589M | 45,840% |
| Annual Yield % from dividends | 1.89 | 2.42 | 78% |
| Returns for 1 year | 10.70 | -9.17 | -117% |
| Returns for 3 years | 36.57 | 7.46 | 490% |
| Returns for 5 years | 37.08 | -23.44 | -158% |
| Returns for 10 years | 100.59 | N/A | - |
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