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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$10.31
Change-$0.24 (-2.27%)
VolumeN/A
Net Assets621.52M
American Funds American Balanced R4
Price$33.42
Change-$0.88 (-2.57%)
VolumeN/A
Net Assets235.03B
NAINX vs RLBEX Comparison Chart
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NAINX vs. RLBEX commentary
Apr 04, 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 Hold and RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 235B vs. NAINX (622M). 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 : 1.35 vs. NAINX (-3.73). RLBEX return over 5 years is better than : 46.09 vs. NAINX (27.80).
| 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 | 0.256 | -2.180 | -12% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 622M | 235B | 0% |
| Annual Yield % from dividends | 1.62 | 1.97 | 82% |
| Returns for 1 year | -3.73 | 1.35 | -277% |
| Returns for 3 years | -6.23 | 9.13 | -68% |
| Returns for 5 years | 27.80 | 46.09 | 60% |
| Returns for 10 years | 19.68 | 49.74 | 40% |