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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.92
Change-$0.27 (-2.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$34.04
Change-$0.82 (-2.35%)
VolumeN/A
CapitalizationN/A
NAINX vs RLBCX Comparison Chart
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NAINX vs. RLBCX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 241B vs. NAINX (665M). 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). NAINX annual gain was more profitable for investors over the last year : 17.92 vs. RLBCX (9.36). RLBCX return over 5 years is better than : 27.91 vs. NAINX (24.53).
| 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 | 17.992 | 8.914 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 241B | 0% |
| Annual Yield % from dividends | 1.19 | 1.98 | 60% |
| Returns for 1 year | 17.92 | 9.36 | 191% |
| Returns for 3 years | -8.38 | 8.71 | -96% |
| Returns for 5 years | 24.53 | 27.91 | 88% |
| Returns for 10 years | 37.56 | 41.02 | 92% |
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