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AZNAX vs RLBCX
AZNAX vs RLBCX Comparison
Open Charts AZNAX vs RLBCX
Virtus Income & Growth A
Price$11.16
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.64B
American Funds American Balanced R3
Price$35.96
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets245.53B
AZNAX vs RLBCX Comparison Chart in %
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AZNAX vs. RLBCX commentary
Jun 26, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 246B vs. AZNAX (4.64B). AZNAX pays higher dividends than RLBCX: AZNAX (2.09) vs RLBCX (1.63). 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). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RLBCX (44.00). 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 : 6.23 vs. AZNAX (3.95). RLBCX return over 5 years is better than : 38.29 vs. AZNAX (13.29).
| 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 | 0.980 | 5.914 | 17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.64B | 246B | 2% |
| Annual Yield % from dividends | 2.09 | 1.63 | 128% |
| Returns for 1 year | 3.95 | 6.23 | 63% |
| Returns for 3 years | 14.07 | 30.70 | 46% |
| Returns for 5 years | 13.29 | 38.29 | 35% |
| Returns for 10 years | 12.79 | 57.91 | 22% |
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