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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.27
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets653.92M
American Funds American Balanced R4
Price$36.63
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
NAINX vs RLBEX Comparison Chart in %
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NAINX vs. RLBEX commentary
Jul 03, 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: 251B vs. NAINX (654M). RLBEX pays higher dividends than NAINX: RLBEX (1.83) vs NAINX (1.64). 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 : 7.92 vs. NAINX (1.90). RLBEX return over 5 years is better than : 40.69 vs. NAINX (7.05).
| 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 | 7.817 | 7.535 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 251B | 0% |
| Annual Yield % from dividends | 1.64 | 1.83 | 89% |
| Returns for 1 year | 1.90 | 7.92 | 24% |
| Returns for 3 years | 26.25 | 34.39 | 76% |
| Returns for 5 years | 7.05 | 40.69 | 17% |
| Returns for 10 years | 35.97 | 66.08 | 54% |
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