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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$9.85
Change-$0.11 (-1.10%)
VolumeN/A
Net Assets585.87M
American Funds American Balanced R5
Price$32.17
Change-$0.14 (-0.43%)
VolumeN/A
Net Assets220.57B
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX commentary
Apr 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 221B vs. NAINX (586M). RLBFX pays higher dividends than NAINX: RLBFX (2.26) vs NAINX (1.62). NAINX was incepted earlier than RLBFX: NAINX (85 years) vs RLBFX (23 years). NAINX (1.07) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 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 : -1.35 vs. NAINX (-8.46). RLBFX return over 5 years is better than : 42.60 vs. NAINX (20.65).
| NAINX | RLBFX | NAINX / RLBFX | |
| Total Expense Ratio | 0.99 | 0.30 | 330% |
| Annual Report Gross Expense Ratio | 1.07 | 0.30 | 357% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | -5.350 | -5.689 | 94% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 586M | 221B | 0% |
| Annual Yield % from dividends | 1.62 | 2.26 | 72% |
| Returns for 1 year | -8.46 | -1.35 | 627% |
| Returns for 3 years | -9.85 | 6.98 | -141% |
| Returns for 5 years | 20.65 | 42.60 | 48% |
| Returns for 10 years | 12.98 | 45.00 | 29% |
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