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AZNIX vs RLBFX
AZNIX vs RLBFX Comparison
Open Charts AZNIX vs RLBFX
Virtus Income & Growth Inst
Price$11.33
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.49B
American Funds American Balanced R5
Price$33.97
Change+$0.08 (+0.24%)
VolumeN/A
Net Assets230.79B
AZNIX vs RLBFX Comparison Chart
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AZNIX vs. RLBFX commentary
Apr 29, 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: 231B vs. AZNIX (4.49B). RLBFX (2.26) and AZNIX (2.21) 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 (0.30). RLBFX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (61.00). 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 : 4.75 vs. AZNIX (1.60). RLBFX return over 5 years is better than : 35.67 vs. AZNIX (18.59).
| AZNIX | RLBFX | AZNIX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.30 | 300% |
| Annual Report Gross Expense Ratio | 0.91 | 0.30 | 303% |
| Fund Existence | 18 years | 23 years | - |
| Gain YTD | -3.683 | -0.844 | 437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.49B | 231B | 2% |
| Annual Yield % from dividends | 2.21 | 2.26 | 98% |
| Returns for 1 year | 1.60 | 4.75 | 34% |
| Returns for 3 years | 2.84 | 18.63 | 15% |
| Returns for 5 years | 18.59 | 35.67 | 52% |
| Returns for 10 years | 11.48 | 51.06 | 22% |
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