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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$38.19
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets262.75B
Virtus Tactical Allocation R6
Price$11.12
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets632.24M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Sep 28, 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 Hold and VTARX is a Hold.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 263B vs. VTARX (632M). VTARX pays higher dividends than RLBBX: VTARX (2.02) vs RLBBX (1.15). 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 : 7.30 vs. VTARX (-4.57).
| 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 | 12.553 | 7.519 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 263B | 632M | 41,614% |
| Annual Yield % from dividends | 1.15 | 2.02 | 57% |
| Returns for 1 year | 7.30 | -4.57 | -160% |
| Returns for 3 years | 48.20 | 32.67 | 148% |
| Returns for 5 years | 40.04 | N/A | - |
| Returns for 10 years | 74.60 | N/A | - |
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