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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets641.83M
American Funds American Balanced R2
Price$35.35
Change-$0.31 (-0.87%)
VolumeN/A
Net Assets244.39B
NAINX vs RLBBX Comparison Chart
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NAINX vs. RLBBX commentary
Jun 15, 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 RLBBX is a Buy.
FUNDAMENTALS
Fundamentals
RLBBX has more cash in the bank: 244B vs. NAINX (642M). NAINX pays higher dividends than RLBBX: NAINX (1.54) vs RLBBX (1.23). NAINX was incepted earlier than RLBBX: NAINX (85 years) vs RLBBX (23 years). RLBBX (1.32) is less costly to investors than NAINX (1.07). RLBBX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBBX has a lower initial minimum investment than NAINX: RLBBX (250) vs NAINX (2500). RLBBX annual gain was more profitable for investors over the last year : 4.47 vs. NAINX (-0.24). RLBBX return over 5 years is better than : 34.04 vs. NAINX (8.51).
| NAINX | RLBBX | NAINX / RLBBX | |
| Total Expense Ratio | 0.99 | 1.32 | 75% |
| Annual Report Gross Expense Ratio | 1.07 | 1.32 | 81% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 5.198 | 4.082 | 127% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 244B | 0% |
| Annual Yield % from dividends | 1.54 | 1.23 | 125% |
| Returns for 1 year | -0.24 | 4.47 | -5% |
| Returns for 3 years | 25.36 | 30.06 | 84% |
| Returns for 5 years | 8.51 | 34.04 | 25% |
| Returns for 10 years | 25.45 | 51.22 | 50% |
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