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AZNAX vs CLBAX
AZNAX vs CLBAX Comparison
Open Charts AZNAX vs CLBAX
Virtus Income & Growth A
Price$11.47
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets4.74B
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AZNAX vs CLBAX Comparison Chart in %
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AZNAX vs. CLBAX commentary
Aug 18, 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 AZNAX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. AZNAX (4.74B). AZNAX pays higher dividends than CLBAX: AZNAX (2.26) vs CLBAX (1.82). AZNAX was incepted earlier than CLBAX: AZNAX (18 years) vs CLBAX (24 years). AZNAX (1.14) is less costly to investors than CLBAX (0.58). AZNAX is a more actively managed with annual turnover of: 61.00 vs. CLBAX (44.00). AZNAX initial investment is less costly to investors than CLBAX (4%) vs CLBAX (4%). CLBAX has a lower initial minimum investment than AZNAX: CLBAX (250) vs AZNAX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. AZNAX (6.16). CLBAX return over 5 years is better than : 39.83 vs. AZNAX (9.50).
| AZNAX | CLBAX | AZNAX / CLBAX | |
| Total Expense Ratio | 1.14 | 0.58 | 197% |
| Annual Report Gross Expense Ratio | 1.14 | 0.58 | 197% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 3.934 | 9.747 | 40% |
| Front Load | 6% | 4% | 157% |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 256B | 2% |
| Annual Yield % from dividends | 2.26 | 1.82 | 124% |
| Returns for 1 year | 6.16 | 7.96 | 77% |
| Returns for 3 years | 9.29 | 30.56 | 30% |
| Returns for 5 years | 9.50 | 39.83 | 24% |
| Returns for 10 years | 18.35 | 78.78 | 23% |
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