Interact to see
Advertisement
Advertisement
POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.57
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets637.67M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
POICX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
POICX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 259B vs. POICX (638M). RLBFX pays higher dividends than POICX: RLBFX (2.05) vs POICX (0.83). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (23 years). POICX (1.87) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. POICX (37.00). RLBFX has a lower initial minimum investment than POICX: RLBFX (250) vs POICX (2500). RLBFX annual gain was more profitable for investors over the last year : 10.28 vs. POICX (-2.23). RLBFX return over 5 years is better than : 41.46 vs. POICX (-3.95).
| POICX | RLBFX | POICX / RLBFX | |
| Total Expense Ratio | 1.75 | 0.29 | 603% |
| Annual Report Gross Expense Ratio | 1.87 | 0.29 | 645% |
| Fund Existence | 26 years | 23 years | - |
| Gain YTD | 7.075 | 11.562 | 61% |
| 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 | 2.05 | 41% |
| Returns for 1 year | -2.23 | 10.28 | -22% |
| Returns for 3 years | 21.04 | 40.92 | 51% |
| Returns for 5 years | -3.95 | 41.46 | -10% |
| Returns for 10 years | 34.63 | 78.40 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement