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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$10.63
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets4.42B
American Funds American Balanced R5
Price$33.76
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
AZNAX vs RLBFX Comparison Chart
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AZNAX vs. RLBFX commentary
Apr 25, 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: 227B vs. AZNAX (4.42B). RLBFX pays higher dividends than AZNAX: RLBFX (2.26) vs AZNAX (2.13). AZNAX was incepted earlier than RLBFX: AZNAX (18 years) vs RLBFX (23 years). AZNAX (1.14) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). 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 : 4.48 vs. AZNAX (-1.29). RLBFX return over 5 years is better than : 37.46 vs. AZNAX (14.84).
| AZNAX | RLBFX | AZNAX / RLBFX | |
| Total Expense Ratio | 1.14 | 0.30 | 380% |
| Annual Report Gross Expense Ratio | 1.14 | 0.30 | 380% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -6.475 | -1.457 | 444% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 227B | 2% |
| Annual Yield % from dividends | 2.13 | 2.26 | 94% |
| Returns for 1 year | -1.29 | 4.48 | -29% |
| Returns for 3 years | -3.27 | 15.28 | -21% |
| Returns for 5 years | 14.84 | 37.46 | 40% |
| Returns for 10 years | 2.79 | 49.65 | 6% |
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