Interact to see
Advertisement
Advertisement
NAINX vs RLBFX
NAINX vs RLBFX Comparison
Open Charts NAINX vs RLBFX
Virtus Tactical Allocation A
Price$11.14
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets627.1M
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
NAINX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NAINX vs. RLBFX commentary
Oct 19, 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: 265B vs. NAINX (627M). RLBFX pays higher dividends than NAINX: RLBFX (2.00) vs NAINX (1.69). 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 : 9.05 vs. NAINX (-5.58). RLBFX return over 5 years is better than : 43.90 vs. NAINX (-6.22).
| 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 | 6.881 | 14.890 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 627M | 265B | 0% |
| Annual Yield % from dividends | 1.69 | 2.00 | 85% |
| Returns for 1 year | -5.58 | 9.05 | -62% |
| Returns for 3 years | 29.21 | 51.85 | 56% |
| Returns for 5 years | -6.22 | 43.90 | -14% |
| Returns for 10 years | 42.44 | 78.80 | 54% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement