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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation I
Price$11.28
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Jul 07, 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: 252B vs. VTAIX (655M). VTAIX pays higher dividends than RLBBX: VTAIX (1.86) vs RLBBX (1.17). RLBBX was incepted earlier than VTAIX: RLBBX (23 years) vs VTAIX (6 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 : 7.05 vs. VTAIX (1.70). RLBBX return over 5 years is better than : 37.07 vs. VTAIX (8.45).
| 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 | 6 years | - |
| Gain YTD | 7.674 | 8.169 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 1.17 | 1.86 | 63% |
| Returns for 1 year | 7.05 | 1.70 | 415% |
| Returns for 3 years | 32.48 | 27.43 | 118% |
| Returns for 5 years | 37.07 | 8.45 | 439% |
| Returns for 10 years | 58.03 | N/A | - |
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