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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
American Funds American Balanced R3
Price$39.57
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX commentary
Dec 04, 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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 269B vs. NAINX (619M). NAINX pays higher dividends than RLBCX: NAINX (1.70) vs RLBCX (1.44). NAINX was incepted earlier than RLBCX: NAINX (85 years) vs RLBCX (24 years). NAINX (1.07) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBCX has a lower initial minimum investment than NAINX: RLBCX (250) vs NAINX (2500). RLBCX annual gain was more profitable for investors over the last year : 8.93 vs. NAINX (-7.73). RLBCX return over 5 years is better than : 37.26 vs. NAINX (-10.30).
| NAINX | RLBCX | NAINX / RLBCX | |
| Total Expense Ratio | 0.99 | 0.89 | 111% |
| Annual Report Gross Expense Ratio | 1.07 | 0.89 | 120% |
| Fund Existence | 85 years | 24 years | - |
| Gain YTD | 6.881 | 16.253 | 42% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 269B | 0% |
| Annual Yield % from dividends | 1.70 | 1.44 | 118% |
| Returns for 1 year | -7.73 | 8.93 | -87% |
| Returns for 3 years | 20.27 | 39.00 | 52% |
| Returns for 5 years | -10.30 | 37.26 | -28% |
| Returns for 10 years | 41.95 | 71.11 | 59% |
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