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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.29
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets637.59M
American Funds American Balanced R3
Price$38.77
Change+$0.06 (+0.15%)
VolumeN/A
Net Assets265.73B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX commentary
Oct 07, 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: 266B vs. NAINX (638M). NAINX pays higher dividends than RLBCX: NAINX (1.69) vs RLBCX (1.49). 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 : 9.24 vs. NAINX (-3.01). RLBCX return over 5 years is better than : 41.76 vs. NAINX (-3.33).
| 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 | 8.416 | 14.423 | 58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 266B | 0% |
| Annual Yield % from dividends | 1.69 | 1.49 | 114% |
| Returns for 1 year | -3.01 | 9.24 | -33% |
| Returns for 3 years | 31.50 | 50.17 | 63% |
| Returns for 5 years | -3.33 | 41.76 | -8% |
| Returns for 10 years | 44.81 | 73.69 | 61% |
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