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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$37.78
Change+$0.15 (+0.40%)
VolumeN/A
Net Assets259.11B
Virtus Tactical Allocation I
Price$11.30
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets637.67M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Sep 09, 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 Buy and VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 259B vs. VTAIX (638M). VTAIX pays higher dividends than RLBBX: VTAIX (1.87) vs RLBBX (1.15). RLBBX was incepted earlier than VTAIX: RLBBX (23 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 : 9.11 vs. VTAIX (-1.62). RLBBX return over 5 years is better than : 35.40 vs. VTAIX (0.19).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 1.32 | 0.87 | 152% |
| Fund Existence | 23 years | 7 years | - |
| Gain YTD | 10.795 | 7.786 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 259B | 638M | 40,596% |
| Annual Yield % from dividends | 1.15 | 1.87 | 61% |
| Returns for 1 year | 9.11 | -1.62 | -563% |
| Returns for 3 years | 37.13 | 24.04 | 154% |
| Returns for 5 years | 35.40 | 0.19 | 19,119% |
| Returns for 10 years | 67.75 | N/A | - |
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