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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation I
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Dec 05, 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 RLBBX is a StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. VTAIX (619M). VTAIX pays higher dividends than RLBBX: VTAIX (1.92) vs RLBBX (1.07). RLBBX was incepted earlier than VTAIX: RLBBX (24 years) vs VTAIX (7 years). RLBBX (1.32) is less costly to investors than VTAIX (0.87). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RLBBX has a lower initial minimum investment than VTAIX: RLBBX (250) vs VTAIX (100000). RLBBX annual gain was more profitable for investors over the last year : 8.93 vs. VTAIX (-7.42). RLBBX return over 5 years is better than : 34.60 vs. VTAIX (-9.55).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 1.32 | 0.87 | 152% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 16.325 | 7.480 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.07 | 1.92 | 56% |
| Returns for 1 year | 8.93 | -7.42 | -120% |
| Returns for 3 years | 37.96 | 21.48 | 177% |
| Returns for 5 years | 34.60 | -9.55 | -362% |
| Returns for 10 years | 67.45 | N/A | - |
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