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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.36
Change-$0.13 (-1.13%)
VolumeN/A
Net Assets641.83M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
POICX vs RLBFX Comparison Chart
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POICX vs. RLBFX commentary
Jun 15, 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: 244B vs. POICX (642M). RLBFX pays higher dividends than POICX: RLBFX (2.18) vs POICX (0.72). 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 : 5.61 vs. POICX (-0.73). RLBFX return over 5 years is better than : 40.09 vs. POICX (5.17).
| 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 | 4.841 | 4.560 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 244B | 0% |
| Annual Yield % from dividends | 0.72 | 2.18 | 33% |
| Returns for 1 year | -0.73 | 5.61 | -13% |
| Returns for 3 years | 23.07 | 33.66 | 69% |
| Returns for 5 years | 5.17 | 40.09 | 13% |
| Returns for 10 years | 18.44 | 60.51 | 30% |
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