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NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$11.23
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets639.49M
American Funds American Balanced R4
Price$37.38
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
NAINX vs RLBEX Comparison Chart in %
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NAINX vs. RLBEX commentary
Aug 18, 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.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 256B vs. NAINX (639M). RLBEX pays higher dividends than NAINX: RLBEX (1.81) vs NAINX (1.64). 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 : 7.95 vs. NAINX (-1.19). RLBEX return over 5 years is better than : 37.99 vs. NAINX (0.25).
| 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 | 7.245 | 9.737 | 74% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639M | 256B | 0% |
| Annual Yield % from dividends | 1.64 | 1.81 | 91% |
| Returns for 1 year | -1.19 | 7.95 | -15% |
| Returns for 3 years | 13.30 | 29.52 | 45% |
| Returns for 5 years | 0.25 | 37.99 | 1% |
| Returns for 10 years | 36.72 | 68.32 | 54% |
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