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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$10.63
Change+$0.11 (+1.05%)
VolumeN/A
Net Assets4.42B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
AZNAX vs RLEFX Comparison Chart
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AZNAX vs. RLEFX commentary
Apr 25, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. AZNAX (4.42B). RLEFX (2.16) and AZNAX (2.13) have matching dividends . AZNAX was incepted earlier than RLEFX: AZNAX (18 years) vs RLEFX (9 years). AZNAX (1.14) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. AZNAX (61.00). RLEFX has a lower initial minimum investment than AZNAX: RLEFX (250) vs AZNAX (2500). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. AZNAX (-1.29). RLEFX return over 5 years is better than : 36.87 vs. AZNAX (14.84).
| AZNAX | RLEFX | AZNAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.40 | 285% |
| Annual Report Gross Expense Ratio | 1.14 | 0.40 | 285% |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | -6.475 | -1.485 | 436% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.42B | 227B | 2% |
| Annual Yield % from dividends | 2.13 | 2.16 | 98% |
| Returns for 1 year | -1.29 | 4.35 | -30% |
| Returns for 3 years | -3.27 | 14.97 | -22% |
| Returns for 5 years | 14.84 | 36.87 | 40% |
| Returns for 10 years | 2.79 | N/A | - |
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