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AZNAX vs RLBGX
AZNAX vs RLBGX Comparison
Open Charts AZNAX vs RLBGX
Virtus Income & Growth A
Price$11.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R6
Price$36.12
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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AZNAX vs RLBGX Comparison Chart
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AZNAX vs. RLBGX commentary
Sep 20, 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 RLBGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. AZNAX (4.94B). RLBGX pays higher dividends than AZNAX: RLBGX (2.55) vs AZNAX (1.98). AZNAX was incepted earlier than RLBGX: AZNAX (18 years) vs RLBGX (15 years). RLBGX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (42.00). RLBGX has a lower initial minimum investment than AZNAX: RLBGX (250) vs AZNAX (2500). RLBGX annual gain was more profitable for investors over the last year : 21.42 vs. AZNAX (9.57). RLBGX return over 5 years is better than : 39.44 vs. AZNAX (12.79).
| AZNAX | RLBGX | AZNAX / RLBGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 4.411 | 13.026 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.94B | 234B | 2% |
| Annual Yield % from dividends | 1.98 | 2.55 | 78% |
| Returns for 1 year | 9.57 | 21.42 | 45% |
| Returns for 3 years | -10.59 | 13.20 | -80% |
| Returns for 5 years | 12.79 | 39.44 | 32% |
| Returns for 10 years | 8.35 | 53.66 | 16% |
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