Interact to see
Advertisement
Advertisement
AZNAX vs RLBFX
AZNAX vs RLBFX Comparison
Open Charts AZNAX vs RLBFX
Virtus Income & Growth A
Price$11.58
Change+$0.01 (+0.09%)
VolumeN/A
Net Assets4.76B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AZNAX vs RLBFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AZNAX vs. RLBFX commentary
Oct 19, 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 Buy and RLBFX is a Buy.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. AZNAX (4.76B). AZNAX pays higher dividends than RLBFX: AZNAX (2.17) vs RLBFX (2.00). AZNAX was incepted earlier than RLBFX: AZNAX (19 years) vs RLBFX (23 years). AZNAX (1.14) is less costly to investors than RLBFX (0.29). AZNAX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than AZNAX: RLBFX (250) vs AZNAX (2500). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. AZNAX (5.09). RLBFX return over 5 years is better than : 43.90 vs. AZNAX (6.22).
| AZNAX | RLBFX | AZNAX / RLBFX | |
| Total Expense Ratio | 1.14 | 0.29 | 393% |
| Annual Report Gross Expense Ratio | 1.14 | 0.29 | 393% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.265 | 14.890 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 265B | 2% |
| Annual Yield % from dividends | 2.17 | 2.00 | 109% |
| Returns for 1 year | 5.09 | 9.05 | 56% |
| Returns for 3 years | 23.87 | 51.85 | 46% |
| Returns for 5 years | 6.22 | 43.90 | 14% |
| Returns for 10 years | 24.45 | 78.80 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| PPADX | 21.36 | 0.19 | +0.90% |
| GMO U.S. Opportunistic Value III | |||
| APDQX | 15.37 | 0.09 | +0.59% |
| Artisan Mid Cap Value Advisor | |||
| REIZX | 14.66 | 0.08 | +0.55% |
| Third Avenue International RE Val Z | |||
| MRSHX | 26.34 | -0.03 | -0.11% |
| MFS Research International R3 | |||
| AIVGX | 20.41 | -0.04 | -0.20% |
| American Funds International Vntg F-3 | |||