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AZNIX vs RLBFX
AZNIX vs RLBFX Comparison
Open Charts AZNIX vs RLBFX
Virtus Income & Growth Inst
Price$11.59
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets4.59B
American Funds American Balanced R5
Price$34.97
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AZNIX vs RLBFX Comparison Chart
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AZNIX vs. RLBFX 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 RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 238B vs. AZNIX (4.59B). RLBFX (2.26) and AZNIX (2.25) have matching dividends . AZNIX was incepted earlier than RLBFX: AZNIX (18 years) vs RLBFX (23 years). AZNIX (0.91) is less costly to investors than RLBFX (0.29). AZNIX is a more actively managed with annual turnover of: 61.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than AZNIX: RLBFX (250) vs AZNIX (1000000). RLBFX annual gain was more profitable for investors over the last year : 5.05 vs. AZNIX (3.34). RLBFX return over 5 years is better than : 39.77 vs. AZNIX (18.95).
| AZNIX | RLBFX | AZNIX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.91 | 0.29 | 314% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -0.587 | 2.075 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.59B | 238B | 2% |
| Annual Yield % from dividends | 2.25 | 2.26 | 99% |
| Returns for 1 year | 3.34 | 5.05 | 66% |
| Returns for 3 years | 11.81 | 23.43 | 50% |
| Returns for 5 years | 18.95 | 39.77 | 48% |
| Returns for 10 years | 14.52 | 55.01 | 26% |
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