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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.81
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets4.79B
American Funds American Balanced R5E
Price$38.33
Change-$0.06 (-0.16%)
VolumeN/A
Net Assets269.72B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Jan 15, 2026
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 Hold and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. AZNAX (4.79B). AZNAX pays higher dividends than RLEFX: AZNAX (2.23) vs RLEFX (2.11). AZNAX was incepted earlier than RLEFX: AZNAX (19 years) vs RLEFX (10 years). AZNAX (1.14) is less costly to investors than RLEFX (0.39). AZNAX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than AZNAX: RLEFX (250) vs AZNAX (2500). RLEFX annual gain was more profitable for investors over the last year : 14.86 vs. AZNAX (8.30). RLEFX return over 5 years is better than : 37.39 vs. AZNAX (0.45).
| AZNAX | RLEFX | AZNAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 1.810 | 2.510 | 72% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.79B | 270B | 2% |
| Annual Yield % from dividends | 2.23 | 2.11 | 106% |
| Returns for 1 year | 8.30 | 14.86 | 56% |
| Returns for 3 years | 21.51 | 38.81 | 55% |
| Returns for 5 years | 0.45 | 37.39 | 1% |
| Returns for 10 years | 40.39 | 91.83 | 44% |
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