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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$10.65
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets640.87M
American Funds American Balanced R5
Price$35.06
Change+$0.22 (+0.63%)
VolumeN/A
Net Assets240.18B
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 240B vs. NAINX (641M). RLBFX pays higher dividends than NAINX: RLBFX (2.50) vs NAINX (1.19). NAINX was incepted earlier than RLBFX: NAINX (84 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). 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 : 12.61 vs. NAINX (3.82). RLBFX return over 5 years is better than : 31.46 vs. NAINX (6.06).
| NAINX | RLBFX | NAINX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 84 years | 23 years | - |
| Gain YTD | 0.758 | 1.948 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 641M | 240B | 0% |
| Annual Yield % from dividends | 1.19 | 2.50 | 47% |
| Returns for 1 year | 3.82 | 12.61 | 30% |
| Returns for 3 years | -8.63 | 13.10 | -66% |
| Returns for 5 years | 6.06 | 31.46 | 19% |
| Returns for 10 years | 25.07 | 58.66 | 43% |
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