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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$38.70
Change-$0.49 (-1.25%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation R6
Price$11.05
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Nov 14, 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: 269B vs. VTARX (626M). VTARX pays higher dividends than RLBBX: VTARX (2.06) vs RLBBX (1.09). 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). 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 : 9.11 vs. VTARX (-5.41). RLBBX return over 5 years is better than : 36.96 vs. VTARX (-4.44).
| RLBBX | VTARX | RLBBX / VTARX | |
| Total Expense Ratio | 1.32 | 0.60 | 220% |
| Annual Report Gross Expense Ratio | 1.32 | 0.76 | 174% |
| Fund Existence | 24 years | 5 years | - |
| Gain YTD | 15.500 | 8.002 | 194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.09 | 2.06 | 53% |
| Returns for 1 year | 9.11 | -5.41 | -168% |
| Returns for 3 years | 40.59 | 25.37 | 160% |
| Returns for 5 years | 36.96 | -4.44 | -832% |
| Returns for 10 years | 70.07 | N/A | - |
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