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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.53
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Nov 20, 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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. AZNAX (4.69B). AZNAX pays higher dividends than RLEFX: AZNAX (2.12) vs RLEFX (1.89). AZNAX was incepted earlier than RLEFX: AZNAX (19 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: 76.00 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 : 9.19 vs. AZNAX (3.80). RLEFX return over 5 years is better than : 39.92 vs. AZNAX (4.74).
| AZNAX | RLEFX | AZNAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 4.987 | 14.230 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 263B | 2% |
| Annual Yield % from dividends | 2.12 | 1.89 | 112% |
| Returns for 1 year | 3.80 | 9.19 | 41% |
| Returns for 3 years | 20.92 | 41.75 | 50% |
| Returns for 5 years | 4.74 | 39.92 | 12% |
| Returns for 10 years | 25.03 | 73.11 | 34% |
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