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RLEFX vs VTARX
RLEFX vs VTARX Comparison
Open Charts RLEFX vs VTARX
American Funds American Balanced R5E
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
Virtus Tactical Allocation R6
Price$9.75
Change-$0.03 (-0.31%)
VolumeN/A
Net Assets605.44M
RLEFX vs VTARX Comparison Chart in %
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RLEFX vs. VTARX commentary
Jan 15, 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 Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. VTARX (605M). VTARX pays higher dividends than RLEFX: VTARX (2.60) vs RLEFX (2.11). 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). RLEFX is a more actively managed with annual turnover of: 44.00 vs. VTARX (37.00). 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 : 14.86 vs. VTARX (-3.78). RLEFX return over 5 years is better than : 37.39 vs. VTARX (-18.31).
| 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 | 2.510 | 1.036 | 242% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 270B | 605M | 44,628% |
| Annual Yield % from dividends | 2.11 | 2.60 | 81% |
| Returns for 1 year | 14.86 | -3.78 | -393% |
| Returns for 3 years | 38.81 | 13.11 | 296% |
| Returns for 5 years | 37.39 | -18.31 | -204% |
| Returns for 10 years | 91.83 | 3.71 | 2,477% |
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