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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651M
American Funds American Balanced R4
Price$37.13
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NAINX vs RLBEX Comparison Chart in %
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NAINX vs. RLBEX commentary
Jul 27, 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: 254B vs. NAINX (651M). 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 : 10.25 vs. NAINX (2.89). RLBEX return over 5 years is better than : 39.56 vs. NAINX (5.62).
| 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 | 8.199 | 9.003 | 91% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 651M | 254B | 0% |
| Annual Yield % from dividends | 1.64 | 1.83 | 89% |
| Returns for 1 year | 2.89 | 10.25 | 28% |
| Returns for 3 years | 23.90 | 34.68 | 69% |
| Returns for 5 years | 5.62 | 39.56 | 14% |
| Returns for 10 years | 37.49 | 67.20 | 56% |
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