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AZNCX vs RLBFX
AZNCX vs RLBFX Comparison
Open Charts AZNCX vs RLBFX
Virtus Income & Growth C
Price$8.75
Change-$0.06 (-0.68%)
VolumeN/A
Net Assets4.31B
American Funds American Balanced R5
Price$31.90
Change-$0.27 (-0.84%)
VolumeN/A
Net Assets219.52B
AZNCX vs RLBFX Comparison Chart
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AZNCX vs. RLBFX commentary
Apr 10, 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 Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 220B vs. AZNCX (4.31B). RLBFX pays higher dividends than AZNCX: RLBFX (2.26) vs AZNCX (1.86). AZNCX was incepted earlier than RLBFX: AZNCX (18 years) vs RLBFX (23 years). AZNCX (1.90) is less costly to investors than RLBFX (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. AZNCX (61.00). RLBFX has a lower initial minimum investment than AZNCX: RLBFX (250) vs AZNCX (2500). RLBFX annual gain was more profitable for investors over the last year : -3.12 vs. AZNCX (-6.86). RLBFX return over 5 years is better than : 31.81 vs. AZNCX (6.27).
| AZNCX | RLBFX | AZNCX / RLBFX | |
| Total Expense Ratio | 1.90 | 0.30 | 633% |
| Annual Report Gross Expense Ratio | 1.90 | 0.30 | 633% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -8.668 | -6.886 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.31B | 220B | 2% |
| Annual Yield % from dividends | 1.86 | 2.26 | 82% |
| Returns for 1 year | -6.86 | -3.12 | 220% |
| Returns for 3 years | -13.10 | 5.75 | -228% |
| Returns for 5 years | 6.27 | 31.81 | 20% |
| Returns for 10 years | -12.06 | 42.36 | -28% |