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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$10.99
Change+$0.16 (+1.48%)
VolumeN/A
Net Assets632.32M
American Funds American Balanced R5
Price$34.96
Change+$0.55 (+1.60%)
VolumeN/A
Net Assets234.12B
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX commentary
May 13, 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: 234B vs. NAINX (632M). RLBFX pays higher dividends than NAINX: RLBFX (2.26) vs NAINX (1.59). 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 : 4.35 vs. NAINX (-0.64). RLBFX return over 5 years is better than : 41.16 vs. NAINX (13.60).
| 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 | 2.917 | 0.441 | 662% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632M | 234B | 0% |
| Annual Yield % from dividends | 1.59 | 2.26 | 70% |
| Returns for 1 year | -0.64 | 4.35 | -15% |
| Returns for 3 years | 15.10 | 21.25 | 71% |
| Returns for 5 years | 13.60 | 41.16 | 33% |
| Returns for 10 years | 20.64 | 52.29 | 39% |
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