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AZNCX vs CLBAX
AZNCX vs CLBAX Comparison
Open Charts AZNCX vs CLBAX
Virtus Income & Growth C
Price$9.98
Change-$0.02 (-0.20%)
VolumeN/A
Net Assets4.8B
American Funds American Balanced 529A
Price$38.55
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets263.25B
AZNCX vs CLBAX Comparison Chart in %
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AZNCX vs. CLBAX commentary
Sep 17, 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 AZNCX is a Buy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. AZNCX (4.8B). AZNCX pays higher dividends than CLBAX: AZNCX (1.97) vs CLBAX (1.80). AZNCX was incepted earlier than CLBAX: AZNCX (19 years) vs CLBAX (24 years). AZNCX (1.90) is less costly to investors than CLBAX (0.58). AZNCX is a more actively managed with annual turnover of: 61.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than AZNCX: CLBAX (250) vs AZNCX (2500). CLBAX annual gain was more profitable for investors over the last year : 9.51 vs. AZNCX (5.09). CLBAX return over 5 years is better than : 44.40 vs. AZNCX (3.33).
| AZNCX | CLBAX | AZNCX / CLBAX | |
| Total Expense Ratio | 1.90 | 0.58 | 328% |
| Annual Report Gross Expense Ratio | 1.90 | 0.58 | 328% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 4.792 | 13.212 | 36% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.8B | 263B | 2% |
| Annual Yield % from dividends | 1.97 | 1.80 | 110% |
| Returns for 1 year | 5.09 | 9.51 | 54% |
| Returns for 3 years | 14.35 | 44.00 | 33% |
| Returns for 5 years | 3.33 | 44.40 | 8% |
| Returns for 10 years | 10.41 | 92.06 | 11% |
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