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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.62B
Virtus Tactical Allocation I
Price$11.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets626.72M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Oct 19, 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: 266B vs. VTAIX (627M). VTAIX pays higher dividends than RLBBX: VTAIX (1.91) vs RLBBX (1.11). 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 : 7.84 vs. VTAIX (-5.29). RLBBX return over 5 years is better than : 37.69 vs. VTAIX (-5.12).
| 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 | 13.938 | 7.094 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 266B | 627M | 42,424% |
| Annual Yield % from dividends | 1.11 | 1.91 | 58% |
| Returns for 1 year | 7.84 | -5.29 | -148% |
| Returns for 3 years | 47.43 | 30.05 | 158% |
| Returns for 5 years | 37.69 | -5.12 | -736% |
| Returns for 10 years | 67.64 | N/A | - |
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