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AZNAX vs RLBCX
AZNAX vs RLBCX Comparison
Open Charts AZNAX vs RLBCX
Virtus Income & Growth A
Price$11.30
Change-$0.07 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R3
Price$35.90
Change-$0.32 (-0.88%)
VolumeN/A
CapitalizationN/A
AZNAX vs RLBCX Comparison Chart
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AZNAX vs. RLBCX commentary
Nov 18, 2024
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 StrongBuy and RLBCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 236B vs. AZNAX (4.91B). AZNAX (1.98) and RLBCX (1.98) have matching dividends . AZNAX was incepted earlier than RLBCX: AZNAX (18 years) vs RLBCX (22 years). RLBCX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (42.00). 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 : 20.49 vs. AZNAX (11.63). RLBCX return over 5 years is better than : 33.23 vs. AZNAX (12.65).
| AZNAX | RLBCX | AZNAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 5.776 | 13.748 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 236B | 2% |
| Annual Yield % from dividends | 1.98 | 1.98 | 100% |
| Returns for 1 year | 11.63 | 20.49 | 57% |
| Returns for 3 years | -12.22 | 9.74 | -126% |
| Returns for 5 years | 12.65 | 33.23 | 38% |
| Returns for 10 years | 10.64 | 48.12 | 22% |
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