Interact to see
Advertisement
Advertisement
NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.18
Change+$0.02 (+0.18%)
VolumeN/A
Net Assets618.87M
American Funds American Balanced R5
Price$39.83
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets271.11B
NAINX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAINX vs. RLBFX 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 RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 271B vs. NAINX (619M). RLBFX pays higher dividends than NAINX: RLBFX (1.93) vs NAINX (1.70). NAINX was incepted earlier than RLBFX: NAINX (85 years) vs RLBFX (24 years). NAINX (1.07) is less costly to investors than RLBFX (0.29). RLBFX is a more actively managed with annual turnover of: 44.00 vs. NAINX (37.00). RLBFX has a lower initial minimum investment than NAINX: RLBFX (250) vs NAINX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.63 vs. NAINX (-7.73). RLBFX return over 5 years is better than : 40.86 vs. NAINX (-10.30).
| NAINX | RLBFX | NAINX / RLBFX | |
| Total Expense Ratio | 0.99 | 0.29 | 341% |
| Annual Report Gross Expense Ratio | 1.07 | 0.29 | 369% |
| Fund Existence | 85 years | 24 years | - |
| Gain YTD | 6.881 | 16.889 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619M | 271B | 0% |
| Annual Yield % from dividends | 1.70 | 1.93 | 88% |
| Returns for 1 year | -7.73 | 9.63 | -80% |
| Returns for 3 years | 20.27 | 41.38 | 49% |
| Returns for 5 years | -10.30 | 40.86 | -25% |
| Returns for 10 years | 41.95 | 77.79 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HBDC | 25.11 | 0.03 | +0.12% |
| Hilton Bdc Corporate Bond ETF | |||
| XBAP | 38.29 | 0.02 | +0.05% |
| Innovator US Eq Acltd 9 Bfr ETFTM April | |||
| DFSB | 52.54 | 0.02 | +0.03% |
| Dimensional Global Sstby Fxd Inc ETF | |||
| CCEF | 28.67 | -0.04 | -0.15% |
| Calamos CEF Income & Arbitrage ETF | |||
| IJJ | 130.76 | -0.75 | -0.57% |
| iShares S&P Mid-Cap 400 Value ETF | |||