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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$11.67
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets4.81B
American Funds American Balanced R5
Price$39.00
Change-$0.10 (-0.26%)
VolumeN/A
Net Assets266.1B
AZNAX vs RLBFX Comparison Chart in %
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AZNAX vs. RLBFX commentary
Oct 09, 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 Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 266B vs. AZNAX (4.81B). AZNAX pays higher dividends than RLBFX: AZNAX (2.17) vs RLBFX (2.00). 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 : 10.30 vs. AZNAX (7.25). RLBFX return over 5 years is better than : 44.24 vs. AZNAX (8.31).
| 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 | 6.447 | 14.654 | 44% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.81B | 266B | 2% |
| Annual Yield % from dividends | 2.17 | 2.00 | 109% |
| Returns for 1 year | 7.25 | 10.30 | 70% |
| Returns for 3 years | 25.76 | 52.37 | 49% |
| Returns for 5 years | 8.31 | 44.24 | 19% |
| Returns for 10 years | 26.40 | 79.97 | 33% |
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