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AZNIX vs RLBFX
AZNIX vs RLBFX Comparison
Open Charts AZNIX vs RLBFX
Virtus Income & Growth Inst
Price$11.48
Change-$0.16 (-1.37%)
VolumeN/A
Net Assets4.67B
American Funds American Balanced R5
Price$34.14
Change-$0.60 (-1.73%)
VolumeN/A
Net Assets237.28B
AZNIX vs RLBFX Comparison Chart
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AZNIX vs. RLBFX 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 RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 237B vs. AZNIX (4.67B). RLBFX (2.19) and AZNIX (2.15) 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 : 4.53 vs. AZNIX (2.30). RLBFX return over 5 years is better than : 42.53 vs. AZNIX (23.72).
| 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 | -1.334 | -0.347 | 384% |
| 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 | 2.19 | 98% |
| Returns for 1 year | 2.30 | 4.53 | 51% |
| Returns for 3 years | 1.36 | 16.09 | 8% |
| Returns for 5 years | 23.72 | 42.53 | 56% |
| Returns for 10 years | 15.28 | 54.64 | 28% |
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