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AZNAX vs RLBEX
AZNAX vs RLBEX Comparison
Open Charts AZNAX vs RLBEX
Virtus Income & Growth A
Price$11.67
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced R4
Price$38.86
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
AZNAX vs RLBEX Comparison Chart in %
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AZNAX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 266B vs. AZNAX (4.81B). AZNAX pays higher dividends than RLBEX: AZNAX (2.17) vs RLBEX (1.74). AZNAX was incepted earlier than RLBEX: AZNAX (19 years) vs RLBEX (23 years). AZNAX (1.14) is less costly to investors than RLBEX (0.59). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RLBEX (44.00). RLBEX has a lower initial minimum investment than AZNAX: RLBEX (250) vs AZNAX (2500). RLBEX annual gain was more profitable for investors over the last year : 9.95 vs. AZNAX (7.25). RLBEX return over 5 years is better than : 42.38 vs. AZNAX (8.31).
| AZNAX | RLBEX | AZNAX / RLBEX | |
| Total Expense Ratio | 1.14 | 0.59 | 193% |
| Annual Report Gross Expense Ratio | 1.14 | 0.59 | 193% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 6.447 | 14.396 | 45% |
| 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 | 1.74 | 125% |
| Returns for 1 year | 7.25 | 9.95 | 73% |
| Returns for 3 years | 25.76 | 51.09 | 50% |
| Returns for 5 years | 8.31 | 42.38 | 20% |
| Returns for 10 years | 26.40 | 78.78 | 34% |
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