Interact to see
Advertisement
Advertisement
AZNAX vs RLBCX
AZNAX vs RLBCX Comparison
Open Charts AZNAX vs RLBCX
Virtus Income & Growth A
Price$11.67
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced R3
Price$38.68
Change-$0.09 (-0.23%)
VolumeN/A
Net Assets266.1B
AZNAX vs RLBCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AZNAX vs. RLBCX commentary
Oct 09, 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: 266B vs. AZNAX (4.81B). AZNAX pays higher dividends than RLBCX: AZNAX (2.17) vs RLBCX (1.49). AZNAX was incepted earlier than RLBCX: AZNAX (19 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 : 9.62 vs. AZNAX (7.25). RLBCX return over 5 years is better than : 40.56 vs. AZNAX (8.31).
| AZNAX | RLBCX | AZNAX / RLBCX | |
| Total Expense Ratio | 1.14 | 0.89 | 128% |
| Annual Report Gross Expense Ratio | 1.14 | 0.89 | 128% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 6.447 | 14.158 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 266B | 2% |
| Annual Yield % from dividends | 2.17 | 1.49 | 146% |
| Returns for 1 year | 7.25 | 9.62 | 75% |
| Returns for 3 years | 25.76 | 49.82 | 52% |
| Returns for 5 years | 8.31 | 40.56 | 20% |
| Returns for 10 years | 26.40 | 73.29 | 36% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement