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NAINX vs RLEFX
NAINX vs RLEFX Comparison
Open Charts NAINX vs RLEFX
Virtus Tactical Allocation A
Price$11.95
Change-$0.14 (-1.16%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.11
Change-$0.33 (-0.91%)
VolumeN/A
CapitalizationN/A
NAINX vs RLEFX Comparison Chart
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NAINX vs. RLEFX commentary
Nov 18, 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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. NAINX (659M). RLEFX pays higher dividends than NAINX: RLEFX (2.42) vs NAINX (1.19). NAINX was incepted earlier than RLEFX: NAINX (84 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. NAINX (23.00). RLEFX has a lower initial minimum investment than NAINX: RLEFX (250) vs NAINX (2500). NAINX annual gain was more profitable for investors over the last year : 23.06 vs. RLEFX (21.09). RLEFX return over 5 years is better than : 35.95 vs. NAINX (27.53).
| NAINX | RLEFX | NAINX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 84 years | 9 years | - |
| Gain YTD | 15.291 | 14.211 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 659M | 236B | 0% |
| Annual Yield % from dividends | 1.19 | 2.42 | 49% |
| Returns for 1 year | 23.06 | 21.09 | 109% |
| Returns for 3 years | -16.54 | 10.95 | -151% |
| Returns for 5 years | 27.53 | 35.95 | 77% |
| Returns for 10 years | 33.60 | N/A | - |