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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
Virtus Tactical Allocation I
Price$11.31
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Jul 27, 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: 254B vs. VTAIX (652M). VTAIX (1.86) and RLBEX (1.83) have matching dividends . 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 : 10.25 vs. VTAIX (3.25). RLBEX return over 5 years is better than : 39.56 vs. VTAIX (6.90).
| 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 | 9.003 | 8.457 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 652M | 38,957% |
| Annual Yield % from dividends | 1.83 | 1.86 | 98% |
| Returns for 1 year | 10.25 | 3.25 | 316% |
| Returns for 3 years | 34.68 | 24.81 | 140% |
| Returns for 5 years | 39.56 | 6.90 | 573% |
| Returns for 10 years | 67.20 | N/A | - |