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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$12.24
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets4.69B
American Funds American Balanced R5E
Price$38.78
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.74B
AZNIX vs RLEFX Comparison Chart in %
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AZNIX vs. RLEFX commentary
Nov 20, 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 263B vs. AZNIX (4.69B). AZNIX pays higher dividends than RLEFX: AZNIX (2.17) vs RLEFX (1.89). AZNIX was incepted earlier than RLEFX: AZNIX (19 years) vs RLEFX (10 years). AZNIX (0.90) is less costly to investors than RLEFX (0.39). AZNIX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than AZNIX: RLEFX (250) vs AZNIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 9.19 vs. AZNIX (4.38). RLEFX return over 5 years is better than : 39.92 vs. AZNIX (7.30).
| AZNIX | RLEFX | AZNIX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.90 | 0.39 | 231% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 5.482 | 14.230 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.69B | 263B | 2% |
| Annual Yield % from dividends | 2.17 | 1.89 | 115% |
| Returns for 1 year | 4.38 | 9.19 | 48% |
| Returns for 3 years | 22.74 | 41.75 | 54% |
| Returns for 5 years | 7.30 | 39.92 | 18% |
| Returns for 10 years | 31.35 | 73.11 | 43% |
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