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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
American Funds American Balanced R4
Price$39.78
Change+$0.11 (+0.28%)
VolumeN/A
Net Assets269.37B
NAINX vs RLBEX Comparison Chart in %
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NAINX vs. RLBEX 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 RLBEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 269B vs. NAINX (619M). NAINX (1.70) and RLBEX (1.68) have matching dividends . 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 : 9.28 vs. NAINX (-7.73). RLBEX return over 5 years is better than : 39.06 vs. NAINX (-10.30).
| NAINX | RLBEX | NAINX / RLBEX | |
| Total Expense Ratio | 0.99 | 0.59 | 168% |
| Annual Report Gross Expense Ratio | 1.07 | 0.59 | 181% |
| Fund Existence | 85 years | 23 years | - |
| Gain YTD | 6.881 | 16.574 | 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 | 1.68 | 101% |
| Returns for 1 year | -7.73 | 9.28 | -83% |
| Returns for 3 years | 20.27 | 40.19 | 50% |
| Returns for 5 years | -10.30 | 39.06 | -26% |
| Returns for 10 years | 41.95 | 76.67 | 55% |
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