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AZNIX vs RLBGX
AZNIX vs RLBGX Comparison
Open Charts AZNIX vs RLBGX
Virtus Income & Growth Inst
Price$11.46
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets4.6B
American Funds American Balanced R6
Price$34.00
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets232.94B
AZNIX vs RLBGX Comparison Chart
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AZNIX vs. RLBGX commentary
Mar 12, 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 RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 233B vs. AZNIX (4.6B). RLBGX (2.24) and AZNIX (2.15) 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (61.00). 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 : 4.62 vs. AZNIX (2.30). RLBGX return over 5 years is better than : 42.84 vs. AZNIX (23.72).
| 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 | -1.334 | -0.306 | 435% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 233B | 2% |
| Annual Yield % from dividends | 2.15 | 2.24 | 96% |
| Returns for 1 year | 2.30 | 4.62 | 50% |
| Returns for 3 years | 1.36 | 16.24 | 8% |
| Returns for 5 years | 23.72 | 42.84 | 55% |
| Returns for 10 years | 15.28 | 55.07 | 28% |
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