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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation R6
Price$11.02
Change-$0.13 (-1.17%)
VolumeN/A
Net Assets641.83M
RLBBX vs VTARX Comparison Chart
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RLBBX vs. VTARX commentary
Jun 16, 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. VTARX (642M). VTARX pays higher dividends than RLBBX: VTARX (1.92) vs RLBBX (1.23). RLBBX was incepted earlier than VTARX: RLBBX (23 years) vs VTARX (5 years). RLBBX (1.32) is less costly to investors than VTARX (0.76). RLBBX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). RLBBX has a lower initial minimum investment than VTARX: RLBBX (250) vs VTARX (2500000). RLBBX annual gain was more profitable for investors over the last year : 4.47 vs. VTARX (0.07).
| RLBBX | VTARX | RLBBX / VTARX | |
| Total Expense Ratio | 1.32 | 0.60 | 220% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 23 years | 5 years | - |
| Gain YTD | 4.082 | 5.330 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 1.23 | 1.92 | 64% |
| Returns for 1 year | 4.47 | 0.07 | 6,333% |
| Returns for 3 years | 30.06 | 26.68 | 113% |
| Returns for 5 years | 34.04 | N/A | - |
| Returns for 10 years | 51.22 | N/A | - |
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