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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$10.99
Change+$0.16 (+1.48%)
VolumeN/A
Net Assets632.32M
American Funds American Balanced R3
Price$34.65
Change+$0.54 (+1.58%)
VolumeN/A
Net Assets234.12B
NAINX vs RLBCX Comparison Chart
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NAINX vs. RLBCX commentary
May 13, 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 NAINX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 234B vs. NAINX (632M). RLBCX pays higher dividends than NAINX: RLBCX (1.70) vs NAINX (1.59). NAINX was incepted earlier than RLBCX: NAINX (85 years) vs RLBCX (23 years). NAINX (1.07) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBCX has a lower initial minimum investment than NAINX: RLBCX (250) vs NAINX (2500). RLBCX annual gain was more profitable for investors over the last year : 3.67 vs. NAINX (-0.64). RLBCX return over 5 years is better than : 37.58 vs. NAINX (13.60).
| NAINX | RLBCX | NAINX / RLBCX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 2.917 | 0.235 | 1,242% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 1.70 | 94% |
| Returns for 1 year | -0.64 | 3.67 | -18% |
| Returns for 3 years | 15.10 | 19.47 | 78% |
| Returns for 5 years | 13.60 | 37.58 | 36% |
| Returns for 10 years | 20.64 | 47.01 | 44% |