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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$36.57
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
Virtus Tactical Allocation R6
Price$11.26
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets654.98M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX 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 VTARX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 252B vs. VTARX (655M). VTARX pays higher dividends than RLBBX: VTARX (2.01) vs RLBBX (1.17). 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 : 7.05 vs. VTARX (1.78).
| 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 | 7.674 | 8.265 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 252B | 655M | 38,473% |
| Annual Yield % from dividends | 1.17 | 2.01 | 58% |
| Returns for 1 year | 7.05 | 1.78 | 396% |
| Returns for 3 years | 32.48 | 27.94 | 116% |
| Returns for 5 years | 37.07 | N/A | - |
| Returns for 10 years | 58.03 | N/A | - |
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