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AZNIX vs RLBCX
AZNIX vs RLBCX Comparison
Open Charts AZNIX vs RLBCX
Virtus Income & Growth Inst
Price$11.48
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets4.67B
American Funds American Balanced R3
Price$33.88
Change-$0.55 (-1.60%)
VolumeN/A
Net Assets237.28B
AZNIX vs RLBCX Comparison Chart
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AZNIX vs. RLBCX commentary
Mar 11, 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 RLBCX is a Hold.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 237B vs. AZNIX (4.67B). AZNIX pays higher dividends than RLBCX: AZNIX (2.15) vs RLBCX (1.65). AZNIX was incepted earlier than RLBCX: AZNIX (18 years) vs RLBCX (23 years). AZNIX (0.91) and RLBCX (0.89) have similar cost to investors . RLBCX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (61.00). RLBCX has a lower initial minimum investment than AZNIX: RLBCX (250) vs AZNIX (1000000). RLBCX annual gain was more profitable for investors over the last year : 3.89 vs. AZNIX (2.30). RLBCX return over 5 years is better than : 38.96 vs. AZNIX (23.72).
| AZNIX | RLBCX | AZNIX / RLBCX | |
| Total Expense Ratio | 0.90 | 0.89 | 101% |
| Annual Report Gross Expense Ratio | 0.91 | 0.89 | 102% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -1.334 | -0.441 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.67B | 237B | 2% |
| Annual Yield % from dividends | 2.15 | 1.65 | 130% |
| Returns for 1 year | 2.30 | 3.89 | 59% |
| Returns for 3 years | 1.36 | 14.56 | 9% |
| Returns for 5 years | 23.72 | 38.96 | 61% |
| Returns for 10 years | 15.28 | 49.34 | 31% |
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