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AZNAX vs RLBCX
AZNAX vs RLBCX Comparison
Open Charts AZNAX vs RLBCX
Virtus Income & Growth A
Price$10.26
Change-$0.30 (-2.84%)
VolumeN/A
Net Assets4.46B
American Funds American Balanced R3
Price$32.05
Change-$1.22 (-3.67%)
VolumeN/A
Net Assets229B
AZNAX vs RLBCX Comparison Chart
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AZNAX vs. RLBCX commentary
Apr 05, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 229B vs. AZNAX (4.46B). AZNAX pays higher dividends than RLBCX: AZNAX (2.13) vs RLBCX (1.69). AZNAX was incepted earlier than RLBCX: AZNAX (18 years) vs RLBCX (23 years). AZNAX (1.14) is less costly to investors than RLBCX (0.89). RLBCX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). RLBCX has a lower initial minimum investment than AZNAX: RLBCX (250) vs AZNAX (2500). RLBCX annual gain was more profitable for investors over the last year : 1.03 vs. AZNAX (0.52). RLBCX return over 5 years is better than : 44.21 vs. AZNAX (31.23).
| AZNAX | RLBCX | AZNAX / RLBCX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.14 | 0.89 | 128% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -2.708 | -2.233 | 121% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.46B | 229B | 2% |
| Annual Yield % from dividends | 2.13 | 1.69 | 126% |
| Returns for 1 year | 0.52 | 1.03 | 50% |
| Returns for 3 years | -6.15 | 8.35 | -74% |
| Returns for 5 years | 31.23 | 44.21 | 71% |
| Returns for 10 years | 7.53 | 45.29 | 17% |
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