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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$12.03
Change+$0.06 (+0.50%)
VolumeN/A
Net Assets4.68B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets251.2B
AZNIX vs RLEFX Comparison Chart in %
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AZNIX vs. RLEFX commentary
Jul 04, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. AZNIX (4.68B). AZNIX pays higher dividends than RLEFX: AZNIX (2.33) vs RLEFX (2.01). AZNIX was incepted earlier than RLEFX: AZNIX (18 years) vs RLEFX (10 years). AZNIX (0.91) is less costly to investors than RLEFX (0.39). AZNIX is a more actively managed with annual turnover of: 61.00 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 : 8.07 vs. AZNIX (4.62). RLEFX return over 5 years is better than : 42.56 vs. AZNIX (15.99).
| AZNIX | RLEFX | AZNIX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 2.474 | 8.164 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.68B | 251B | 2% |
| Annual Yield % from dividends | 2.33 | 2.01 | 116% |
| Returns for 1 year | 4.62 | 8.07 | 57% |
| Returns for 3 years | 19.64 | 35.76 | 55% |
| Returns for 5 years | 15.99 | 42.56 | 38% |
| Returns for 10 years | 21.37 | N/A | - |
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