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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$11.30
Change-$0.07 (-0.62%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5
Price$36.20
Change-$0.33 (-0.90%)
VolumeN/A
CapitalizationN/A
AZNAX vs RLBFX Comparison Chart
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AZNAX vs. RLBFX commentary
Nov 18, 2024
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 StrongBuy and RLBFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 236B vs. AZNAX (4.91B). RLBFX pays higher dividends than AZNAX: RLBFX (2.50) vs AZNAX (1.98). AZNAX was incepted earlier than RLBFX: AZNAX (18 years) vs RLBFX (23 years). RLBFX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (42.00). 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 : 21.23 vs. AZNAX (11.63). RLBFX return over 5 years is better than : 36.52 vs. AZNAX (12.65).
| AZNAX | RLBFX | AZNAX / RLBFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | 5.776 | 14.331 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.91B | 236B | 2% |
| Annual Yield % from dividends | 1.98 | 2.50 | 79% |
| Returns for 1 year | 11.63 | 21.23 | 55% |
| Returns for 3 years | -12.22 | 11.20 | -109% |
| Returns for 5 years | 12.65 | 36.52 | 35% |
| Returns for 10 years | 10.64 | 53.14 | 20% |
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