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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$37.10
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
Virtus Tactical Allocation I
Price$11.20
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Aug 17, 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: 256B vs. VTAIX (639M). VTAIX pays higher dividends than RLBBX: VTAIX (1.87) vs RLBBX (1.16). 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 : 7.14 vs. VTAIX (-0.95). RLBBX return over 5 years is better than : 33.77 vs. VTAIX (1.36).
| 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 | 9.234 | 7.402 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 1.16 | 1.87 | 62% |
| Returns for 1 year | 7.14 | -0.95 | -753% |
| Returns for 3 years | 27.06 | 14.00 | 193% |
| Returns for 5 years | 33.77 | 1.36 | 2,487% |
| Returns for 10 years | 59.09 | N/A | - |
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