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NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.07
Change-$0.12 (-1.07%)
VolumeN/A
Net Assets641.83M
American Funds American Balanced R5
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
NAINX vs RLBFX Comparison Chart
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NAINX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 244B vs. NAINX (642M). RLBFX pays higher dividends than NAINX: RLBFX (2.18) vs NAINX (1.54). NAINX was incepted earlier than RLBFX: NAINX (85 years) vs RLBFX (23 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 : 5.61 vs. NAINX (-0.24). RLBFX return over 5 years is better than : 40.09 vs. NAINX (8.51).
| 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 | 23 years | - |
| Gain YTD | 5.198 | 4.560 | 114% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 642M | 244B | 0% |
| Annual Yield % from dividends | 1.54 | 2.18 | 71% |
| Returns for 1 year | -0.24 | 5.61 | -4% |
| Returns for 3 years | 25.36 | 33.66 | 75% |
| Returns for 5 years | 8.51 | 40.09 | 21% |
| Returns for 10 years | 25.45 | 60.51 | 42% |
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