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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.32
Change-$0.02 (-0.18%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced R5E
Price$36.87
Change+$0.09 (+0.24%)
VolumeN/A
Net Assets251.77B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Jul 18, 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: 252B vs. AZNAX (4.69B). AZNAX pays higher dividends than RLEFX: AZNAX (2.28) vs RLEFX (2.01). 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 : 7.26 vs. AZNAX (4.07). RLEFX return over 5 years is better than : 40.12 vs. AZNAX (11.84).
| 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 | 2.756 | 8.252 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 2.01 | 113% |
| Returns for 1 year | 4.07 | 7.26 | 56% |
| Returns for 3 years | 17.19 | 36.77 | 47% |
| Returns for 5 years | 11.84 | 40.12 | 30% |
| Returns for 10 years | 14.90 | N/A | - |
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