RLBBX
Price
$38.04
Change
-$0.58 (-1.50%)
Updated
Feb 3 closing price
Net Assets
269.72B
VTARX
Price
$9.61
Change
-$1.60 (-14.27%)
Updated
Feb 3 closing price
Net Assets
595.64M
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RLBBX vs VTARX

Header iconRLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARXBanner chart's image
American Funds American Balanced R2
Price$38.04
Change-$0.58 (-1.50%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.61
Change-$1.60 (-14.27%)
VolumeN/A
Net Assets595.64M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Feb 05, 2026

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 Hold and VTARX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 270B vs. VTARX (596M). VTARX pays higher dividends than RLBBX: VTARX (2.59) vs RLBBX (1.23). RLBBX was incepted earlier than VTARX: RLBBX (24 years) vs VTARX (5 years). RLBBX (1.32) is less costly to investors than VTARX (0.76). VTARX (46.00) and RLBBX (44.00) have comparable annual turnover. 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 : 10.49 vs. VTARX (-8.42). RLBBX return over 5 years is better than : 31.41 vs. VTARX (-21.60).
RLBBXVTARXRLBBX / VTARX
Total Expense Ratio1.320.60220%
Annual Report Gross Expense Ratio1.320.76174%
Fund Existence24 years5 years-
Gain YTD2.396-0.415-578%
Front LoadN/AN/A-
Min. Initial Investment25025000000%
Min. Initial Investment IRAN/AN/A-
Net Assets270B596M45,302%
Annual Yield % from dividends1.232.5947%
Returns for 1 year10.49-8.42-125%
Returns for 3 years33.688.30406%
Returns for 5 years31.41-21.60-145%
Returns for 10 years79.441.594,984%
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