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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651M
American Funds American Balanced R3
Price$36.95
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets253.86B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX commentary
Jul 27, 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: 254B vs. NAINX (651M). NAINX (1.64) and RLBCX (1.57) 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: 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 : 9.89 vs. NAINX (2.89). RLBCX return over 5 years is better than : 37.80 vs. NAINX (5.62).
| 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 | 8.199 | 8.830 | 93% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 254B | 0% |
| Annual Yield % from dividends | 1.64 | 1.57 | 104% |
| Returns for 1 year | 2.89 | 9.89 | 29% |
| Returns for 3 years | 23.90 | 33.65 | 71% |
| Returns for 5 years | 5.62 | 37.80 | 15% |
| Returns for 10 years | 37.49 | 62.13 | 60% |
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