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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$11.84
Change-$0.02 (-0.17%)
VolumeN/A
CapitalizationN/A
American Funds American Balanced R5E
Price$36.10
Change+$0.03 (+0.08%)
VolumeN/A
CapitalizationN/A
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AZNIX vs RLEFX Comparison Chart
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AZNIX vs. RLEFX commentary
Sep 21, 2024
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 StrongBuy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 236B vs. AZNIX (4.95B). RLEFX pays higher dividends than AZNIX: RLEFX (2.42) vs AZNIX (2.04). AZNIX was incepted earlier than RLEFX: AZNIX (18 years) vs RLEFX (9 years). RLEFX is a more actively managed with annual turnover of: 171.00 vs. AZNIX (42.00). 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 : 24.64 vs. AZNIX (12.88). RLEFX return over 5 years is better than : 40.23 vs. AZNIX (16.25).
| AZNIX | RLEFX | AZNIX / RLEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 9 years | - |
| Gain YTD | 5.263 | 14.180 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.95B | 236B | 2% |
| Annual Yield % from dividends | 2.04 | 2.42 | 85% |
| Returns for 1 year | 12.88 | 24.64 | 52% |
| Returns for 3 years | -7.85 | 15.33 | -51% |
| Returns for 5 years | 16.25 | 40.23 | 40% |
| Returns for 10 years | 15.66 | N/A | - |
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