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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.32
Change+$0.05 (+0.44%)
VolumeN/A
Net Assets654.98M
American Funds American Balanced R3
Price$36.64
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX commentary
Jul 07, 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 252B vs. NAINX (655M). NAINX (1.64) and RLBCX (1.57) have matching dividends . NAINX was incepted earlier than RLBCX: NAINX (85 years) vs RLBCX (23 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 : 7.52 vs. NAINX (1.45). RLBCX return over 5 years is better than : 39.59 vs. NAINX (7.34).
| 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 | 23 years | - |
| Gain YTD | 8.104 | 7.917 | 102% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 655M | 252B | 0% |
| Annual Yield % from dividends | 1.64 | 1.57 | 104% |
| Returns for 1 year | 1.45 | 7.52 | 19% |
| Returns for 3 years | 26.58 | 34.01 | 78% |
| Returns for 5 years | 7.34 | 39.59 | 19% |
| Returns for 10 years | 37.22 | 62.14 | 60% |
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