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AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$10.84
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets4.55B
American Funds American Balanced R5
Price$34.42
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets233.54B
AZNAX vs RLBFX Comparison Chart
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AZNAX vs. RLBFX commentary
Apr 03, 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: 234B vs. AZNAX (4.56B). 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 : 4.59 vs. AZNAX (0.05). RLBFX return over 5 years is better than : 51.92 vs. AZNAX (30.63).
| 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 | -3.156 | 0.470 | -672% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.56B | 234B | 2% |
| Annual Yield % from dividends | 2.13 | 2.26 | 94% |
| Returns for 1 year | 0.05 | 4.59 | 1% |
| Returns for 3 years | -5.90 | 13.22 | -45% |
| Returns for 5 years | 30.63 | 51.92 | 59% |
| Returns for 10 years | 7.47 | 55.16 | 14% |