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AZNAX vs RLBCX
AZNAX vs RLBCX Comparison
Open Charts AZNAX vs RLBCX
Virtus Income & Growth A
Price$11.27
Change-$0.12 (-1.05%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced R3
Price$35.08
Change-$0.35 (-0.99%)
VolumeN/A
Net Assets242.17B
AZNAX vs RLBCX Comparison Chart
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AZNAX vs. RLBCX commentary
Feb 23, 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 Hold and RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 242B vs. AZNAX (4.81B). AZNAX (1.98) and RLBCX (1.98) have matching dividends . AZNAX was incepted earlier than RLBCX: AZNAX (18 years) vs RLBCX (23 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 : 8.85 vs. AZNAX (5.39). RLBCX return over 5 years is better than : 28.37 vs. AZNAX (7.97).
| AZNAX | RLBCX | AZNAX / RLBCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 0.980 | 2.844 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 242B | 2% |
| Annual Yield % from dividends | 1.98 | 1.98 | 100% |
| Returns for 1 year | 5.39 | 8.85 | 61% |
| Returns for 3 years | 0.37 | 16.79 | 2% |
| Returns for 5 years | 7.97 | 28.37 | 28% |
| Returns for 10 years | 10.69 | 50.06 | 21% |
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