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NAINX vs RLBCX
NAINX vs RLBCX Comparison
Open Charts NAINX vs RLBCX
Virtus Tactical Allocation A
Price$11.14
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets626.72M
American Funds American Balanced R3
Price$38.75
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
NAINX vs RLBCX Comparison Chart in %
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NAINX vs. RLBCX 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 RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 265B vs. NAINX (627M). NAINX pays higher dividends than RLBCX: NAINX (1.69) vs RLBCX (1.49). 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 : 8.34 vs. NAINX (-5.58). RLBCX return over 5 years is better than : 40.24 vs. NAINX (-6.22).
| 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 | 6.881 | 14.364 | 48% |
| 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 | 1.49 | 114% |
| Returns for 1 year | -5.58 | 8.34 | -67% |
| Returns for 3 years | 29.21 | 49.26 | 59% |
| Returns for 5 years | -6.22 | 40.24 | -15% |
| Returns for 10 years | 42.44 | 72.18 | 59% |
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