Interact to see
Advertisement
Advertisement
POICX vs RLBAX
POICX vs RLBAX Comparison
Open Charts POICX vs RLBAX
Virtus Tactical Allocation C
Price$11.41
Change-$0.12 (-1.04%)
VolumeN/A
Net Assets625.73M
American Funds American Balanced R1
Price$38.66
Change-$0.48 (-1.23%)
VolumeN/A
Net Assets268.67B
POICX vs RLBAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
POICX vs. RLBAX 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 POICX is a Buy and RLBAX is a Buy.
FUNDAMENTALS
Fundamentals
RLBAX has more cash in the bank: 269B vs. POICX (626M). RLBAX pays higher dividends than POICX: RLBAX (1.08) vs POICX (0.90). POICX was incepted earlier than RLBAX: POICX (26 years) vs RLBAX (23 years). POICX (1.87) is less costly to investors than RLBAX (1.31). RLBAX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBAX has a lower initial minimum investment than POICX: RLBAX (250) vs POICX (2500). RLBAX annual gain was more profitable for investors over the last year : 9.08 vs. POICX (-6.17). RLBAX return over 5 years is better than : 36.92 vs. POICX (-9.09).
| POICX | RLBAX | POICX / RLBAX | |
| Total Expense Ratio | 1.75 | 1.31 | 134% |
| Annual Report Gross Expense Ratio | 1.87 | 1.31 | 143% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 6.960 | 15.481 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 626M | 269B | 0% |
| Annual Yield % from dividends | 0.90 | 1.08 | 83% |
| Returns for 1 year | -6.17 | 9.08 | -68% |
| Returns for 3 years | 21.66 | 40.52 | 53% |
| Returns for 5 years | -9.09 | 36.92 | -25% |
| Returns for 10 years | 37.11 | 69.99 | 53% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement