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AZNAX vs RLBGX
AZNAX vs RLBGX Comparison
Open Charts AZNAX vs RLBGX
Virtus Income & Growth A
Price$10.38
Change-$0.17 (-1.61%)
VolumeN/A
Net Assets4.44B
American Funds American Balanced R6
Price$32.78
Change-$0.71 (-2.12%)
VolumeN/A
Net Assets228.54B
AZNAX vs RLBGX Comparison Chart
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AZNAX vs. RLBGX commentary
Apr 11, 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 229B vs. AZNAX (4.44B). RLBGX pays higher dividends than AZNAX: RLBGX (2.31) vs AZNAX (2.13). AZNAX was incepted earlier than RLBGX: AZNAX (18 years) vs RLBGX (16 years). AZNAX (1.14) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). 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 : 2.70 vs. AZNAX (-1.82). RLBGX return over 5 years is better than : 38.78 vs. AZNAX (17.99).
| AZNAX | RLBGX | AZNAX / RLBGX | |
| Total Expense Ratio | 1.14 | 0.25 | 456% |
| Annual Report Gross Expense Ratio | 1.14 | 0.25 | 456% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -5.310 | -2.118 | 251% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.44B | 229B | 2% |
| Annual Yield % from dividends | 2.13 | 2.31 | 92% |
| Returns for 1 year | -1.82 | 2.70 | -67% |
| Returns for 3 years | -4.88 | 12.35 | -40% |
| Returns for 5 years | 17.99 | 38.78 | 46% |
| Returns for 10 years | 3.82 | 50.43 | 8% |
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