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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.11
Change+$0.04 (+0.36%)
VolumeN/A
Net Assets4.61B
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
AZNAX vs RLEFX Comparison Chart
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AZNAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. AZNAX (4.61B). AZNAX (2.09) and RLEFX (2.09) have matching dividends . AZNAX was incepted earlier than RLEFX: AZNAX (18 years) vs RLEFX (10 years). AZNAX (1.14) is less costly to investors than RLEFX (0.39). AZNAX is a more actively managed with annual turnover of: 61.00 vs. RLEFX (44.00). 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 : 7.31 vs. AZNAX (3.04). RLEFX return over 5 years is better than : 35.83 vs. AZNAX (10.06).
| AZNAX | RLEFX | AZNAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | -0.250 | 4.776 | -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 | 2.09 | 100% |
| Returns for 1 year | 3.04 | 7.31 | 42% |
| Returns for 3 years | 6.68 | 22.75 | 29% |
| Returns for 5 years | 10.06 | 35.83 | 28% |
| Returns for 10 years | 11.33 | N/A | - |