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RLBBX vs VTAIX
RLBBX vs VTAIX Comparison
Open Charts RLBBX vs VTAIX
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation I
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
RLBBX vs VTAIX Comparison Chart in %
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RLBBX vs. VTAIX commentary
Jul 27, 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: 254B vs. VTAIX (652M). 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 : 9.41 vs. VTAIX (3.25). RLBBX return over 5 years is better than : 35.33 vs. VTAIX (6.90).
| 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 | 8.557 | 8.457 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 1.17 | 1.86 | 63% |
| Returns for 1 year | 9.41 | 3.25 | 290% |
| Returns for 3 years | 32.13 | 24.81 | 130% |
| Returns for 5 years | 35.33 | 6.90 | 512% |
| Returns for 10 years | 58.04 | N/A | - |