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CLBAX vs VTAIX
CLBAX vs VTAIX Comparison
Open Charts CLBAX vs VTAIX
American Funds American Balanced 529A
Price$39.77
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation I
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
CLBAX vs VTAIX Comparison Chart in %
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CLBAX vs. VTAIX commentary
Dec 05, 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 StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 269B vs. VTAIX (619M). VTAIX pays higher dividends than CLBAX: VTAIX (1.92) vs CLBAX (1.70). 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 : 9.78 vs. VTAIX (-7.42). CLBAX return over 5 years is better than : 40.70 vs. VTAIX (-9.55).
| 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 | 17.130 | 7.480 | 229% |
| Front Load | 4% | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.70 | 1.92 | 89% |
| Returns for 1 year | 9.78 | -7.42 | -132% |
| Returns for 3 years | 41.58 | 21.48 | 194% |
| Returns for 5 years | 40.70 | -9.55 | -426% |
| Returns for 10 years | 87.79 | N/A | - |
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