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NAINX vs RLBBX
NAINX vs RLBBX Comparison
Open Charts NAINX vs RLBBX
Virtus Tactical Allocation A
Price$11.35
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets651.8M
American Funds American Balanced R2
Price$36.87
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
NAINX vs RLBBX Comparison Chart in %
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NAINX vs. RLBBX commentary
Jul 27, 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: 254B vs. NAINX (652M). NAINX pays higher dividends than RLBBX: NAINX (1.64) vs RLBBX (1.17). 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 : 9.41 vs. NAINX (3.08). RLBBX return over 5 years is better than : 35.33 vs. NAINX (5.81).
| 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 | 8.390 | 8.557 | 98% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 652M | 254B | 0% |
| Annual Yield % from dividends | 1.64 | 1.17 | 139% |
| Returns for 1 year | 3.08 | 9.41 | 33% |
| Returns for 3 years | 24.12 | 32.13 | 75% |
| Returns for 5 years | 5.81 | 35.33 | 16% |
| Returns for 10 years | 37.73 | 58.04 | 65% |
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