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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation I
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Nov 14, 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: 269B vs. VTAIX (626M). VTAIX pays higher dividends than RLBBX: VTAIX (1.91) vs RLBBX (1.09). 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 : 9.11 vs. VTAIX (-5.55). RLBBX return over 5 years is better than : 36.96 vs. VTAIX (-5.19).
| RLBBX | VTAIX | RLBBX / VTAIX | |
| Total Expense Ratio | 1.32 | 0.76 | 174% |
| Annual Report Gross Expense Ratio | 1.32 | 0.87 | 152% |
| Fund Existence | 24 years | 7 years | - |
| Gain YTD | 15.500 | 7.866 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.09 | 1.91 | 57% |
| Returns for 1 year | 9.11 | -5.55 | -164% |
| Returns for 3 years | 40.59 | 24.75 | 164% |
| Returns for 5 years | 36.96 | -5.19 | -712% |
| Returns for 10 years | 70.07 | N/A | - |
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