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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$11.14
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets627.1M
American Funds American Balanced R2
Price$38.66
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets265.37B
NAINX vs RLBBX Comparison Chart in %
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NAINX vs. RLBBX commentary
Oct 19, 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: 265B vs. NAINX (627M). NAINX pays higher dividends than RLBBX: NAINX (1.69) vs RLBBX (1.11). 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 : 7.84 vs. NAINX (-5.58). RLBBX return over 5 years is better than : 37.69 vs. NAINX (-6.22).
| 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 | 6.881 | 13.938 | 49% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 265B | 0% |
| Annual Yield % from dividends | 1.69 | 1.11 | 153% |
| Returns for 1 year | -5.58 | 7.84 | -71% |
| Returns for 3 years | 29.21 | 47.43 | 62% |
| Returns for 5 years | -6.22 | 37.69 | -17% |
| Returns for 10 years | 42.44 | 67.64 | 63% |