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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.92
Change-$0.27 (-2.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R4
Price$34.19
Change-$0.82 (-2.34%)
VolumeN/A
CapitalizationN/A
NAINX vs RLBEX Comparison Chart
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NAINX vs. RLBEX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 241B vs. NAINX (665M). RLBEX pays higher dividends than NAINX: RLBEX (2.24) vs NAINX (1.19). NAINX was incepted earlier than RLBEX: NAINX (84 years) vs RLBEX (23 years). RLBEX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). RLBEX has a lower initial minimum investment than NAINX: RLBEX (250) vs NAINX (2500). NAINX annual gain was more profitable for investors over the last year : 17.92 vs. RLBEX (9.70). RLBEX return over 5 years is better than : 29.54 vs. NAINX (24.53).
| NAINX | RLBEX | NAINX / RLBEX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 84 years | 23 years | - |
| Gain YTD | 17.992 | 9.220 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 241B | 0% |
| Annual Yield % from dividends | 1.19 | 2.24 | 53% |
| Returns for 1 year | 17.92 | 9.70 | 185% |
| Returns for 3 years | -8.38 | 9.42 | -89% |
| Returns for 5 years | 24.53 | 29.54 | 83% |
| Returns for 10 years | 37.56 | 45.23 | 83% |