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POICX vs RLBBX
POICX vs RLBBX Comparison
Open Charts POICX vs RLBBX
Virtus Tactical Allocation C
Price$11.57
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets637.67M
American Funds American Balanced R2
Price$37.63
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
POICX vs RLBBX Comparison Chart in %
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POICX vs. RLBBX commentary
Sep 08, 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: 259B vs. POICX (638M). RLBBX pays higher dividends than POICX: RLBBX (1.15) 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 : 9.11 vs. POICX (-2.23). RLBBX return over 5 years is better than : 35.40 vs. POICX (-3.95).
| 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 | 7.075 | 10.795 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 259B | 0% |
| Annual Yield % from dividends | 0.83 | 1.15 | 72% |
| Returns for 1 year | -2.23 | 9.11 | -24% |
| Returns for 3 years | 21.04 | 37.13 | 57% |
| Returns for 5 years | -3.95 | 35.40 | -11% |
| Returns for 10 years | 34.63 | 67.75 | 51% |
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