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AZNIX vs RLBGX
AZNIX vs RLBGX Comparison
Open Charts AZNIX vs RLBGX
Virtus Income & Growth Inst
Price$11.59
Change-$0.07 (-0.60%)
VolumeN/A
Net Assets4.59B
American Funds American Balanced R6
Price$34.94
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
AZNIX vs RLBGX Comparison Chart
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AZNIX vs. RLBGX 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 RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 238B vs. AZNIX (4.59B). RLBGX (2.31) and AZNIX (2.25) have matching dividends . AZNIX was incepted earlier than RLBGX: AZNIX (18 years) vs RLBGX (16 years). AZNIX (0.91) is less costly to investors than RLBGX (0.25). AZNIX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than AZNIX: RLBGX (250) vs AZNIX (1000000). RLBGX annual gain was more profitable for investors over the last year : 5.13 vs. AZNIX (3.34). RLBGX return over 5 years is better than : 40.10 vs. AZNIX (18.95).
| AZNIX | RLBGX | AZNIX / RLBGX | |
| Total Expense Ratio | 0.90 | 0.25 | 360% |
| Annual Report Gross Expense Ratio | 0.91 | 0.25 | 364% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | -0.587 | 2.119 | -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 | 2.31 | 97% |
| Returns for 1 year | 3.34 | 5.13 | 65% |
| Returns for 3 years | 11.81 | 23.60 | 50% |
| Returns for 5 years | 18.95 | 40.10 | 47% |
| Returns for 10 years | 14.52 | 55.38 | 26% |
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