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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$10.65
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
American Funds American Balanced R3
Price$34.77
Change+$0.21 (+0.61%)
VolumeN/A
Net Assets240.18B
NAINX vs RLBCX Comparison Chart
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NAINX vs. RLBCX commentary
Jan 19, 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 Hold and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 240B vs. NAINX (641M). RLBCX pays higher dividends than NAINX: RLBCX (1.98) vs NAINX (1.19). NAINX was incepted earlier than RLBCX: NAINX (84 years) vs RLBCX (23 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). 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 : 11.92 vs. NAINX (3.82). RLBCX return over 5 years is better than : 28.12 vs. NAINX (6.06).
| NAINX | RLBCX | NAINX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 84 years | 23 years | - |
| Gain YTD | 0.758 | 1.935 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 240B | 0% |
| Annual Yield % from dividends | 1.19 | 1.98 | 60% |
| Returns for 1 year | 3.82 | 11.92 | 32% |
| Returns for 3 years | -8.63 | 11.58 | -75% |
| Returns for 5 years | 6.06 | 28.12 | 22% |
| Returns for 10 years | 25.07 | 53.41 | 47% |
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