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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$10.96
Change-$0.03 (-0.27%)
VolumeN/A
Net Assets636.05M
American Funds American Balanced R3
Price$35.40
Change-$0.04 (-0.11%)
VolumeN/A
Net Assets244.53B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX commentary
Jun 21, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 245B vs. NAINX (636M). RLBCX pays higher dividends than NAINX: RLBCX (1.63) vs NAINX (1.54). 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 : 4.18 vs. NAINX (-1.08). RLBCX return over 5 years is better than : 35.64 vs. NAINX (5.88).
| 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 | 4.953 | 4.265 | 116% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 636M | 245B | 0% |
| Annual Yield % from dividends | 1.54 | 1.63 | 94% |
| Returns for 1 year | -1.08 | 4.18 | -26% |
| Returns for 3 years | 23.69 | 31.27 | 76% |
| Returns for 5 years | 5.88 | 35.64 | 16% |
| Returns for 10 years | 29.43 | 54.20 | 54% |
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