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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$38.99
Change-$0.49 (-1.24%)
VolumeN/A
Net Assets268.67B
Virtus Tactical Allocation I
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets625.73M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Nov 14, 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: 269B vs. VTAIX (626M). VTAIX pays higher dividends than RLBEX: VTAIX (1.91) vs RLBEX (1.71). RLBEX was incepted earlier than VTAIX: RLBEX (23 years) vs VTAIX (7 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 : 9.94 vs. VTAIX (-5.55). RLBEX return over 5 years is better than : 41.28 vs. VTAIX (-5.19).
| 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 | 7 years | - |
| Gain YTD | 16.221 | 7.866 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 626M | 42,971% |
| Annual Yield % from dividends | 1.71 | 1.91 | 90% |
| Returns for 1 year | 9.94 | -5.55 | -179% |
| Returns for 3 years | 43.51 | 24.75 | 176% |
| Returns for 5 years | 41.28 | -5.19 | -795% |
| Returns for 10 years | 80.23 | N/A | - |
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