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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.61
Change-$1.60 (-14.27%)
VolumeN/A
Net Assets595.64M
RLEFX vs VTARX Comparison Chart in %
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RLEFX vs. VTARX commentary
Feb 05, 2026
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 RLEFX is a Hold and VTARX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. VTARX (596M). VTARX pays higher dividends than RLEFX: VTARX (2.59) vs RLEFX (2.06). RLEFX was incepted earlier than VTARX: RLEFX (10 years) vs VTARX (5 years). VTARX (0.76) is less costly to investors than RLEFX (0.39). VTARX (46.00) and RLEFX (44.00) have comparable annual turnover. RLEFX has a lower initial minimum investment than VTARX: RLEFX (250) vs VTARX (2500000). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. VTARX (-8.42). RLEFX return over 5 years is better than : 36.72 vs. VTARX (-21.60).
| RLEFX | VTARX | RLEFX / VTARX | |
| Total Expense Ratio | 0.39 | 0.60 | 65% |
| Annual Report Gross Expense Ratio | 0.39 | 0.76 | 51% |
| Fund Existence | 10 years | 5 years | - |
| Gain YTD | 2.483 | -0.415 | -599% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 596M | 45,302% |
| Annual Yield % from dividends | 2.06 | 2.59 | 79% |
| Returns for 1 year | 11.56 | -8.42 | -137% |
| Returns for 3 years | 37.57 | 8.30 | 453% |
| Returns for 5 years | 36.72 | -21.60 | -170% |
| Returns for 10 years | 90.60 | 1.59 | 5,684% |
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