AZNIX
Price
$11.59
Change
-$0.07 (-0.60%)
Updated
May 22 closing price
Net Assets
4.59B
RLBCX
Price
$34.67
Change
+$0.03 (+0.09%)
Updated
May 22 closing price
Net Assets
237.69B
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AZNIX vs RLBCX

Header iconAZNIX vs RLBCX Comparison
Open Charts AZNIX vs RLBCXBanner chart's image
Virtus Income & Growth Inst
Price$11.59
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets4.59B
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AZNIX vs RLBCX Comparison Chart
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AZNIX vs. RLBCX commentary
May 23, 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 Buy and RLBCX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. AZNIX (4.59B). AZNIX pays higher dividends than RLBCX: AZNIX (2.25) vs RLBCX (1.70). 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 . AZNIX is a more actively managed with annual turnover of: 61.00 vs. RLBCX (44.00). 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 : 4.44 vs. AZNIX (3.34). RLBCX return over 5 years is better than : 36.27 vs. AZNIX (18.95).
AZNIXRLBCXAZNIX / RLBCX
Total Expense Ratio0.900.89101%
Annual Report Gross Expense Ratio0.910.89102%
Fund Existence18 years23 years-
Gain YTD-0.5871.881-31%
Front LoadN/AN/A-
Min. Initial Investment1000000250400,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.59B238B2%
Annual Yield % from dividends2.251.70133%
Returns for 1 year3.344.4475%
Returns for 3 years11.8121.6855%
Returns for 5 years18.9536.2752%
Returns for 10 years14.5249.7229%
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