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AZNIX vs CLBAX
AZNIX vs CLBAX Comparison
Open Charts AZNIX vs CLBAX
Virtus Income & Growth Inst
Price$12.26
Change-$0.05 (-0.41%)
VolumeN/A
Net Assets4.78B
American Funds American Balanced 529A
Price$38.32
Change-$0.16 (-0.42%)
VolumeN/A
Net Assets263.26B
AZNIX vs CLBAX Comparison Chart in %
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AZNIX vs. CLBAX commentary
Sep 27, 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 AZNIX is a Hold and CLBAX is a Hold.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 263B vs. AZNIX (4.78B). AZNIX pays higher dividends than CLBAX: AZNIX (2.24) vs CLBAX (1.80). AZNIX was incepted earlier than CLBAX: AZNIX (19 years) vs CLBAX (24 years). AZNIX (0.91) is less costly to investors than CLBAX (0.58). AZNIX is a more actively managed with annual turnover of: 61.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than AZNIX: CLBAX (250) vs AZNIX (1000000). CLBAX annual gain was more profitable for investors over the last year : 7.84 vs. AZNIX (4.58). CLBAX return over 5 years is better than : 45.55 vs. AZNIX (14.05).
| AZNIX | CLBAX | AZNIX / CLBAX | |
| Total Expense Ratio | 0.90 | 0.58 | 155% |
| Annual Report Gross Expense Ratio | 0.91 | 0.58 | 157% |
| Fund Existence | 19 years | 24 years | - |
| Gain YTD | 5.901 | 12.537 | 47% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.78B | 263B | 2% |
| Annual Yield % from dividends | 2.24 | 1.80 | 125% |
| Returns for 1 year | 4.58 | 7.84 | 58% |
| Returns for 3 years | 27.63 | 50.80 | 54% |
| Returns for 5 years | 14.05 | 45.55 | 31% |
| Returns for 10 years | 37.13 | 95.19 | 39% |
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