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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$9.85
Change-$0.11 (-1.10%)
VolumeN/A
Net Assets585.87M
American Funds American Balanced R3
Price$31.91
Change-$0.14 (-0.44%)
VolumeN/A
Net Assets220.57B
NAINX vs RLBCX Comparison Chart
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NAINX vs. RLBCX commentary
Apr 08, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 221B vs. NAINX (586M). RLBCX (1.69) and NAINX (1.62) have matching dividends . 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: 171.00 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 : -1.97 vs. NAINX (-8.46). RLBCX return over 5 years is better than : 38.93 vs. NAINX (20.65).
| 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 | -5.350 | -5.819 | 92% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 221B | 0% |
| Annual Yield % from dividends | 1.62 | 1.69 | 96% |
| Returns for 1 year | -8.46 | -1.97 | 429% |
| Returns for 3 years | -9.85 | 5.43 | -182% |
| Returns for 5 years | 20.65 | 38.93 | 53% |
| Returns for 10 years | 12.98 | 40.02 | 32% |
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