NAINX
Price
$11.07
Change
-$0.12 (-1.07%)
Updated
Jun 13 closing price
Net Assets
641.83M
RLBEX
Price
$35.57
Change
-$0.31 (-0.86%)
Updated
Jun 13 closing price
Net Assets
244.39B
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NAINX vs RLBEX

Header iconNAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEXBanner chart's image
Virtus Tactical Allocation A
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets641.83M
American Funds American Balanced R4
Price$35.57
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
NAINX vs RLBEX Comparison Chart
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NAINX vs. RLBEX commentary
Jun 16, 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 RLBEX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 244B vs. NAINX (642M). RLBEX pays higher dividends than NAINX: RLBEX (1.90) vs NAINX (1.54). NAINX was incepted earlier than RLBEX: NAINX (85 years) vs RLBEX (23 years). NAINX (1.07) is less costly to investors than RLBEX (0.59). RLBEX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBEX has a lower initial minimum investment than NAINX: RLBEX (250) vs NAINX (2500). RLBEX annual gain was more profitable for investors over the last year : 5.25 vs. NAINX (-0.24). RLBEX return over 5 years is better than : 38.29 vs. NAINX (8.51).
NAINXRLBEXNAINX / RLBEX
Total Expense Ratio0.990.59168%
Annual Report Gross Expense Ratio1.070.59181%
Fund Existence85 years23 years-
Gain YTD5.1984.423118%
Front Load6%N/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets642M244B0%
Annual Yield % from dividends1.541.9081%
Returns for 1 year-0.245.25-5%
Returns for 3 years25.3632.5878%
Returns for 5 years8.5138.2922%
Returns for 10 years25.4559.7243%
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