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POICX vs RLBFX
POICX vs RLBFX Comparison
Open Charts POICX vs RLBFX
Virtus Tactical Allocation C
Price$11.46
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets621.65M
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
POICX vs RLBFX Comparison Chart in %
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POICX vs. RLBFX commentary
Dec 04, 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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. POICX (622M). RLBFX pays higher dividends than POICX: RLBFX (1.93) vs POICX (0.91). POICX was incepted earlier than RLBFX: POICX (26 years) vs RLBFX (24 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 : 9.63 vs. POICX (-8.16). RLBFX return over 5 years is better than : 40.86 vs. POICX (-13.08).
| 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 | 24 years | - |
| Gain YTD | 6.125 | 16.889 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 271B | 0% |
| Annual Yield % from dividends | 0.91 | 1.93 | 47% |
| Returns for 1 year | -8.16 | 9.63 | -85% |
| Returns for 3 years | 18.02 | 41.38 | 44% |
| Returns for 5 years | -13.08 | 40.86 | -32% |
| Returns for 10 years | 33.47 | 77.79 | 43% |
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