Interact to see
Advertisement
Advertisement
NAINX vs RLBEX
NAINX vs RLBEX Comparison
Open Charts NAINX vs RLBEX
Virtus Tactical Allocation A
Price$9.78
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets604.96M
American Funds American Balanced R4
Price$37.61
Change+$0.04 (+0.11%)
VolumeN/A
Net Assets269.37B
NAINX vs RLBEX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAINX vs. RLBEX commentary
Dec 28, 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 (605M). NAINX (1.70) and RLBEX (1.68) have matching dividends . NAINX was incepted earlier than RLBEX: NAINX (85 years) vs RLBEX (24 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 : 9.12 vs. NAINX (-7.48). RLBEX return over 5 years is better than : 34.74 vs. NAINX (-21.89).
| 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 | 24 years | - |
| Gain YTD | -6.168 | 10.716 | -58% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 605M | 269B | 0% |
| Annual Yield % from dividends | 1.70 | 1.68 | 101% |
| Returns for 1 year | -7.48 | 9.12 | -82% |
| Returns for 3 years | 17.32 | 38.04 | 46% |
| Returns for 5 years | -21.89 | 34.74 | -63% |
| Returns for 10 years | 27.07 | 75.41 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers