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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.27
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets653.92M
American Funds American Balanced R5
Price$36.76
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets250.58B
NAINX vs RLBFX Comparison Chart in %
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NAINX vs. RLBFX commentary
Jul 03, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 251B vs. NAINX (654M). RLBFX pays higher dividends than NAINX: RLBFX (2.10) vs NAINX (1.64). NAINX was incepted earlier than RLBFX: NAINX (85 years) vs RLBFX (23 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 : 8.24 vs. NAINX (1.90). RLBFX return over 5 years is better than : 42.55 vs. NAINX (7.05).
| 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 | 23 years | - |
| Gain YTD | 7.817 | 7.695 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 654M | 251B | 0% |
| Annual Yield % from dividends | 1.64 | 2.10 | 78% |
| Returns for 1 year | 1.90 | 8.24 | 23% |
| Returns for 3 years | 26.25 | 35.47 | 74% |
| Returns for 5 years | 7.05 | 42.55 | 17% |
| Returns for 10 years | 35.97 | 67.06 | 54% |
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