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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$39.47
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation R6
Price$11.13
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Dec 04, 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 StrongBuy and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 269B vs. VTARX (619M). VTARX pays higher dividends than RLBBX: VTARX (2.07) vs RLBBX (1.07). 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 : 8.46 vs. VTARX (-7.39). RLBBX return over 5 years is better than : 34.82 vs. VTARX (-8.61).
| 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 | 15.795 | 7.229 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.07 | 2.07 | 52% |
| Returns for 1 year | 8.46 | -7.39 | -115% |
| Returns for 3 years | 37.33 | 21.52 | 174% |
| Returns for 5 years | 34.82 | -8.61 | -405% |
| Returns for 10 years | 66.69 | N/A | - |
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