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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$11.38
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.7B
American Funds American Balanced R5
Price$37.12
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets253.12B
AZNAX vs RLBFX Comparison Chart in %
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AZNAX vs. RLBFX commentary
Aug 08, 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 253B vs. AZNAX (4.7B). AZNAX pays higher dividends than RLBFX: AZNAX (2.26) vs RLBFX (2.08). AZNAX was incepted earlier than RLBFX: AZNAX (18 years) vs RLBFX (23 years). AZNAX (1.14) is less costly to investors than RLBFX (0.29). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than AZNAX: RLBFX (250) vs AZNAX (2500). RLBFX annual gain was more profitable for investors over the last year : 11.75 vs. AZNAX (8.67). RLBFX return over 5 years is better than : 38.32 vs. AZNAX (8.64).
| AZNAX | RLBFX | AZNAX / RLBFX | |
| Total Expense Ratio | 1.14 | 0.29 | 393% |
| Annual Report Gross Expense Ratio | 1.14 | 0.29 | 393% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 3.119 | 8.750 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 253B | 2% |
| Annual Yield % from dividends | 2.26 | 2.08 | 109% |
| Returns for 1 year | 8.67 | 11.75 | 74% |
| Returns for 3 years | 10.60 | 31.94 | 33% |
| Returns for 5 years | 8.64 | 38.32 | 23% |
| Returns for 10 years | 16.74 | 66.67 | 25% |
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