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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$10.80
Change-$0.09 (-0.83%)
VolumeN/A
Net Assets642.9M
American Funds American Balanced R5
Price$35.39
Change-$0.35 (-0.98%)
VolumeN/A
Net Assets242.17B
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX commentary
Feb 23, 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: 242B vs. NAINX (643M). RLBFX pays higher dividends than NAINX: RLBFX (2.50) vs NAINX (1.19). NAINX was incepted earlier than RLBFX: NAINX (85 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). RLBFX annual gain was more profitable for investors over the last year : 9.54 vs. NAINX (-1.35). RLBFX return over 5 years is better than : 31.70 vs. NAINX (5.94).
| NAINX | RLBFX | NAINX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 2.370 | 2.908 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 643M | 242B | 0% |
| Annual Yield % from dividends | 1.19 | 2.50 | 47% |
| Returns for 1 year | -1.35 | 9.54 | -14% |
| Returns for 3 years | -2.90 | 18.32 | -16% |
| Returns for 5 years | 5.94 | 31.70 | 19% |
| Returns for 10 years | 21.30 | 55.11 | 39% |
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