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AZNAX vs CLBAX
AZNAX vs CLBAX Comparison
Open Charts AZNAX vs CLBAX
Virtus Income & Growth A
Price$11.50
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.73B
American Funds American Balanced 529A
Price$37.66
Change+$0.13 (+0.35%)
VolumeN/A
Net Assets255.46B
AZNAX vs CLBAX Comparison Chart in %
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AZNAX vs. CLBAX commentary
Aug 29, 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 AZNAX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 255B vs. AZNAX (4.73B). AZNAX pays higher dividends than CLBAX: AZNAX (2.26) vs CLBAX (1.82). AZNAX was incepted earlier than CLBAX: AZNAX (19 years) vs CLBAX (24 years). AZNAX (1.14) is less costly to investors than CLBAX (0.58). AZNAX is a more actively managed with annual turnover of: 61.00 vs. CLBAX (44.00). AZNAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than AZNAX: CLBAX (250) vs AZNAX (2500). CLBAX annual gain was more profitable for investors over the last year : 8.06 vs. AZNAX (5.80). CLBAX return over 5 years is better than : 39.14 vs. AZNAX (5.91).
| AZNAX | CLBAX | AZNAX / CLBAX | |
| Total Expense Ratio | 1.14 | 0.58 | 197% |
| Annual Report Gross Expense Ratio | 1.14 | 0.58 | 197% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.045 | 10.599 | 38% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 255B | 2% |
| Annual Yield % from dividends | 2.26 | 1.82 | 124% |
| Returns for 1 year | 5.80 | 8.06 | 72% |
| Returns for 3 years | 14.95 | 36.61 | 41% |
| Returns for 5 years | 5.91 | 39.14 | 15% |
| Returns for 10 years | 23.22 | 87.18 | 27% |
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