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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.15
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets647.21M
American Funds American Balanced R4
Price$35.77
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets243.43B
NAINX vs RLBEX Comparison Chart
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NAINX vs. RLBEX commentary
Jun 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 Buy and RLBEX is a Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 243B vs. NAINX (647M). RLBEX pays higher dividends than NAINX: RLBEX (1.90) vs NAINX (1.54). NAINX was incepted earlier than RLBEX: NAINX (85 years) vs RLBEX (23 years). NAINX (1.07) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBEX has a lower initial minimum investment than NAINX: RLBEX (250) vs NAINX (2500). RLBEX annual gain was more profitable for investors over the last year : 7.11 vs. NAINX (0.21). RLBEX return over 5 years is better than : 34.72 vs. NAINX (7.09).
| NAINX | RLBEX | NAINX / RLBEX | |
| Total Expense Ratio | 0.99 | 0.59 | 168% |
| Annual Report Gross Expense Ratio | 1.07 | 0.59 | 181% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 5.768 | 4.698 | 123% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 647M | 243B | 0% |
| Annual Yield % from dividends | 1.54 | 1.90 | 81% |
| Returns for 1 year | 0.21 | 7.11 | 3% |
| Returns for 3 years | 14.88 | 22.20 | 67% |
| Returns for 5 years | 7.09 | 34.72 | 20% |
| Returns for 10 years | 26.90 | 61.31 | 44% |
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