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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$11.80
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets4.63B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets245.62B
AZNIX vs RLEFX Comparison Chart
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AZNIX vs. RLEFX commentary
Jun 14, 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: 246B vs. AZNIX (4.63B). AZNIX (2.16) and RLEFX (2.09) have matching dividends . 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 : 7.03 vs. AZNIX (3.42). RLEFX return over 5 years is better than : 40.67 vs. AZNIX (16.41).
| 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 | 0.521 | 5.434 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 246B | 2% |
| Annual Yield % from dividends | 2.16 | 2.09 | 104% |
| Returns for 1 year | 3.42 | 7.03 | 49% |
| Returns for 3 years | 17.15 | 33.68 | 51% |
| Returns for 5 years | 16.41 | 40.67 | 40% |
| Returns for 10 years | 17.36 | N/A | - |
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