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RLBBX vs VTARX
RLBBX vs VTARX Comparison
Open Charts RLBBX vs VTARX
American Funds American Balanced R2
Price$37.09
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets255.64B
Virtus Tactical Allocation R6
Price$11.17
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.42M
RLBBX vs VTARX Comparison Chart in %
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RLBBX vs. VTARX commentary
Aug 20, 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: 256B vs. VTARX (639M). VTARX pays higher dividends than RLBBX: VTARX (2.02) vs RLBBX (1.16). 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 : 6.99 vs. VTARX (-0.96).
| 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 | 9.205 | 7.496 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 256B | 639M | 40,063% |
| Annual Yield % from dividends | 1.16 | 2.02 | 58% |
| Returns for 1 year | 6.99 | -0.96 | -729% |
| Returns for 3 years | 28.55 | 17.32 | 165% |
| Returns for 5 years | 33.87 | N/A | - |
| Returns for 10 years | 64.99 | N/A | - |