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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
Virtus Tactical Allocation I
Price$11.04
Change-$0.13 (-1.16%)
VolumeN/A
Net Assets641.83M
RLBEX vs VTAIX Comparison Chart
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RLBEX vs. VTAIX commentary
Jun 15, 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 RLBEX is a Buy and VTAIX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. VTAIX (642M). RLBEX pays higher dividends than VTAIX: RLBEX (1.90) vs VTAIX (1.76). RLBEX was incepted earlier than VTAIX: RLBEX (23 years) vs VTAIX (6 years). VTAIX (0.87) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. VTAIX (37.00). RLBEX has a lower initial minimum investment than VTAIX: RLBEX (250) vs VTAIX (100000). RLBEX annual gain was more profitable for investors over the last year : 5.25 vs. VTAIX (-0.10). RLBEX return over 5 years is better than : 38.29 vs. VTAIX (9.63).
| RLBEX | VTAIX | RLBEX / VTAIX | |
| Total Expense Ratio | 0.59 | 0.76 | 78% |
| Annual Report Gross Expense Ratio | 0.59 | 0.87 | 68% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 4.423 | 5.273 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 244B | 642M | 38,006% |
| Annual Yield % from dividends | 1.90 | 1.76 | 108% |
| Returns for 1 year | 5.25 | -0.10 | -5,184% |
| Returns for 3 years | 32.58 | 26.15 | 125% |
| Returns for 5 years | 38.29 | 9.63 | 398% |
| Returns for 10 years | 59.72 | N/A | - |
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