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AZNAX vs RLBGX
AZNAX vs RLBGX Comparison
Open Charts AZNAX vs RLBGX
Virtus Income & Growth A
Price$11.11
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets4.61B
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
AZNAX vs RLBGX Comparison Chart
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AZNAX vs. RLBGX commentary
Jun 07, 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: 243B vs. AZNAX (4.61B). RLBGX pays higher dividends than AZNAX: RLBGX (2.23) vs AZNAX (2.09). 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). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). 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 : 7.49 vs. AZNAX (3.04). RLBGX return over 5 years is better than : 36.69 vs. AZNAX (10.06).
| 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 | -0.250 | 4.838 | -5% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.61B | 243B | 2% |
| Annual Yield % from dividends | 2.09 | 2.23 | 94% |
| Returns for 1 year | 3.04 | 7.49 | 41% |
| Returns for 3 years | 6.68 | 23.19 | 29% |
| Returns for 5 years | 10.06 | 36.69 | 27% |
| Returns for 10 years | 11.33 | 62.42 | 18% |
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