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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$11.50
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.73B
American Funds American Balanced R5
Price$37.82
Change+$0.13 (+0.34%)
VolumeN/A
Net Assets255.46B
AZNAX vs RLBFX Comparison Chart in %
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AZNAX vs. RLBFX commentary
Aug 29, 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: 255B vs. AZNAX (4.73B). AZNAX pays higher dividends than RLBFX: AZNAX (2.26) vs RLBFX (2.08). AZNAX was incepted earlier than RLBFX: AZNAX (19 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 : 8.40 vs. AZNAX (5.80). RLBFX return over 5 years is better than : 39.12 vs. AZNAX (5.91).
| AZNAX | RLBFX | AZNAX / RLBFX | |
| Total Expense Ratio | 1.14 | 0.29 | 393% |
| Annual Report Gross Expense Ratio | 1.14 | 0.29 | 393% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 4.045 | 10.801 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 255B | 2% |
| Annual Yield % from dividends | 2.26 | 2.08 | 109% |
| Returns for 1 year | 5.80 | 8.40 | 69% |
| Returns for 3 years | 14.95 | 36.67 | 41% |
| Returns for 5 years | 5.91 | 39.12 | 15% |
| Returns for 10 years | 23.22 | 77.18 | 30% |
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