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AZNIX vs RLBEX
AZNIX vs RLBEX Comparison
Open Charts AZNIX vs RLBEX
Virtus Income & Growth Inst
Price$11.48
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets4.67B
American Funds American Balanced R4
Price$34.03
Change-$0.57 (-1.65%)
VolumeN/A
Net Assets237.28B
AZNIX vs RLBEX Comparison Chart
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AZNIX vs. RLBEX 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 RLBEX is a Hold.
FUNDAMENTALS
Fundamentals
RLBEX has more cash in the bank: 237B vs. AZNIX (4.67B). AZNIX pays higher dividends than RLBEX: AZNIX (2.15) vs RLBEX (1.91). AZNIX was incepted earlier than RLBEX: AZNIX (18 years) vs RLBEX (23 years). AZNIX (0.91) is less costly to investors than RLBEX (0.60). RLBEX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (61.00). RLBEX has a lower initial minimum investment than AZNIX: RLBEX (250) vs AZNIX (1000000). RLBEX annual gain was more profitable for investors over the last year : 4.21 vs. AZNIX (2.30). RLBEX return over 5 years is better than : 40.74 vs. AZNIX (23.72).
| AZNIX | RLBEX | AZNIX / RLBEX | |
| Total Expense Ratio | 0.90 | 0.60 | 150% |
| Annual Report Gross Expense Ratio | 0.91 | 0.60 | 152% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -1.334 | -0.395 | 338% |
| 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 | 1.91 | 112% |
| Returns for 1 year | 2.30 | 4.21 | 54% |
| Returns for 3 years | 1.36 | 15.34 | 9% |
| Returns for 5 years | 23.72 | 40.74 | 58% |
| Returns for 10 years | 15.28 | 53.96 | 28% |
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