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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.92
Change-$0.27 (-2.21%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$34.31
Change-$0.82 (-2.33%)
VolumeN/A
CapitalizationN/A
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX commentary
Dec 19, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 241B vs. NAINX (665M). 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). NAINX annual gain was more profitable for investors over the last year : 17.92 vs. RLBFX (10.06). RLBFX return over 5 years is better than : 31.27 vs. NAINX (24.53).
| 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 | 17.992 | 9.579 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 665M | 241B | 0% |
| Annual Yield % from dividends | 1.19 | 2.50 | 47% |
| Returns for 1 year | 17.92 | 10.06 | 178% |
| Returns for 3 years | -8.38 | 10.17 | -82% |
| Returns for 5 years | 24.53 | 31.27 | 78% |
| Returns for 10 years | 37.56 | 45.88 | 82% |
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