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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.27
Change+$0.03 (+0.27%)
VolumeN/A
Net Assets637.67M
American Funds American Balanced R5
Price$38.08
Change+$0.20 (+0.53%)
VolumeN/A
Net Assets259.11B
NAINX vs RLBFX Comparison Chart in %
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NAINX vs. RLBFX commentary
Sep 08, 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: 259B vs. NAINX (638M). RLBFX pays higher dividends than NAINX: RLBFX (2.05) 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 : 10.28 vs. NAINX (-1.77). RLBFX return over 5 years is better than : 41.46 vs. NAINX (-0.91).
| 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 | 7.627 | 11.562 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 638M | 259B | 0% |
| Annual Yield % from dividends | 1.64 | 2.05 | 80% |
| Returns for 1 year | -1.77 | 10.28 | -17% |
| Returns for 3 years | 23.25 | 40.92 | 57% |
| Returns for 5 years | -0.91 | 41.46 | -2% |
| Returns for 10 years | 42.96 | 78.40 | 55% |
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