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AZNAX vs RLBEX
AZNAX vs RLBEX Comparison
Open Charts AZNAX vs RLBEX
Virtus Income & Growth A
Price$10.84
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R4
Price$34.30
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets233.54B
AZNAX vs RLBEX Comparison Chart
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AZNAX vs. RLBEX commentary
Apr 03, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 234B vs. AZNAX (4.56B). AZNAX pays higher dividends than RLBEX: AZNAX (2.13) vs RLBEX (1.97). AZNAX was incepted earlier than RLBEX: AZNAX (18 years) vs RLBEX (23 years). AZNAX (1.14) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). 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 : 4.27 vs. AZNAX (0.05). RLBEX return over 5 years is better than : 49.94 vs. AZNAX (30.63).
| AZNAX | RLBEX | AZNAX / RLBEX | |
| Total Expense Ratio | 1.14 | 0.60 | 190% |
| Annual Report Gross Expense Ratio | 1.14 | 0.60 | 190% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -3.156 | 0.395 | -798% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 234B | 2% |
| Annual Yield % from dividends | 2.13 | 1.97 | 108% |
| Returns for 1 year | 0.05 | 4.27 | 1% |
| Returns for 3 years | -5.90 | 12.39 | -48% |
| Returns for 5 years | 30.63 | 49.94 | 61% |
| Returns for 10 years | 7.47 | 54.43 | 14% |
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