Ad is loading...
NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$10.54
Change+$0.16 (+1.54%)
VolumeN/A
Net Assets607.82M
American Funds American Balanced R4
Price$33.64
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
NAINX vs RLBEX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NAINX vs. RLBEX commentary
Apr 25, 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: 227B vs. NAINX (608M). RLBEX pays higher dividends than NAINX: RLBEX (1.97) vs NAINX (1.62). NAINX was incepted earlier than RLBEX: NAINX (85 years) vs RLBEX (23 years). NAINX (1.07) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 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 : 4.15 vs. NAINX (-2.30). RLBEX return over 5 years is better than : 35.73 vs. NAINX (13.30).
| NAINX | RLBEX | NAINX / RLBEX | |
| Total Expense Ratio | 0.99 | 0.60 | 165% |
| Annual Report Gross Expense Ratio | 1.07 | 0.60 | 178% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | -1.359 | -1.536 | 88% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 608M | 227B | 0% |
| Annual Yield % from dividends | 1.62 | 1.97 | 82% |
| Returns for 1 year | -2.30 | 4.15 | -55% |
| Returns for 3 years | 1.38 | 14.44 | 10% |
| Returns for 5 years | 13.30 | 35.73 | 37% |
| Returns for 10 years | 16.21 | 48.99 | 33% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers