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RLBEX vs VTAIX
RLBEX vs VTAIX Comparison
Open Charts RLBEX vs VTAIX
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
Virtus Tactical Allocation I
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
RLBEX vs VTAIX Comparison Chart in %
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RLBEX vs. VTAIX commentary
Dec 05, 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 StrongBuy and VTAIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. VTAIX (619M). VTAIX pays higher dividends than RLBEX: VTAIX (1.92) vs RLBEX (1.68). 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 : 9.75 vs. VTAIX (-7.42). RLBEX return over 5 years is better than : 38.83 vs. VTAIX (-9.55).
| 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 | 17.104 | 7.480 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 269B | 619M | 43,457% |
| Annual Yield % from dividends | 1.68 | 1.92 | 88% |
| Returns for 1 year | 9.75 | -7.42 | -131% |
| Returns for 3 years | 40.82 | 21.48 | 190% |
| Returns for 5 years | 38.83 | -9.55 | -407% |
| Returns for 10 years | 77.48 | N/A | - |
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