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POICX vs RLBBX
POICX vs RLBBX Comparison
Open Charts POICX vs RLBBX
Virtus Tactical Allocation C
Price$11.53
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
POICX vs RLBBX Comparison Chart in %
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POICX vs. RLBBX commentary
Aug 18, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 256B vs. POICX (639M). RLBBX pays higher dividends than POICX: RLBBX (1.16) vs POICX (0.83). POICX was incepted earlier than RLBBX: POICX (26 years) vs RLBBX (23 years). POICX (1.87) is less costly to investors than RLBBX (1.32). RLBBX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBBX has a lower initial minimum investment than POICX: RLBBX (250) vs POICX (2500). RLBBX annual gain was more profitable for investors over the last year : 7.14 vs. POICX (-1.66). RLBBX return over 5 years is better than : 33.77 vs. POICX (-2.94).
| POICX | RLBBX | POICX / RLBBX | |
| Total Expense Ratio | 1.75 | 1.32 | 133% |
| Annual Report Gross Expense Ratio | 1.87 | 1.32 | 142% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 6.705 | 9.234 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 256B | 0% |
| Annual Yield % from dividends | 0.83 | 1.16 | 71% |
| Returns for 1 year | -1.66 | 7.14 | -23% |
| Returns for 3 years | 11.14 | 27.06 | 41% |
| Returns for 5 years | -2.94 | 33.77 | -9% |
| Returns for 10 years | 28.73 | 59.09 | 49% |
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