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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$10.96
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets609.04M
American Funds American Balanced R5
Price$38.89
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets262.74B
NAINX vs RLBFX Comparison Chart in %
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NAINX vs. RLBFX commentary
Nov 20, 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 263B vs. NAINX (609M). RLBFX pays higher dividends than NAINX: RLBFX (1.97) vs NAINX (1.69). NAINX was incepted earlier than RLBFX: NAINX (85 years) vs RLBFX (24 years). NAINX (1.07) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBFX has a lower initial minimum investment than NAINX: RLBFX (250) vs NAINX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.32 vs. NAINX (-7.12). RLBFX return over 5 years is better than : 40.53 vs. NAINX (-9.85).
| NAINX | RLBFX | NAINX / RLBFX | |
| Total Expense Ratio | 0.99 | 0.29 | 341% |
| Annual Report Gross Expense Ratio | 1.07 | 0.29 | 369% |
| Fund Existence | 85 years | 24 years | - |
| Gain YTD | 4.962 | 14.331 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 609M | 263B | 0% |
| Annual Yield % from dividends | 1.69 | 1.97 | 86% |
| Returns for 1 year | -7.12 | 9.32 | -76% |
| Returns for 3 years | 22.41 | 42.18 | 53% |
| Returns for 5 years | -9.85 | 40.53 | -24% |
| Returns for 10 years | 39.56 | 74.39 | 53% |
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