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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.63
Change-$0.11 (-0.94%)
VolumeN/A
Net Assets4.73B
American Funds American Balanced R5E
Price$39.71
Change-$0.50 (-1.24%)
VolumeN/A
Net Assets269.37B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Dec 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 AZNAX is a Buy and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. AZNAX (4.73B). AZNAX pays higher dividends than RLEFX: AZNAX (2.13) vs RLEFX (1.86). 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 : 10.83 vs. AZNAX (4.12). RLEFX return over 5 years is better than : 41.91 vs. AZNAX (3.17).
| 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 | 6.899 | 18.443 | 37% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.73B | 269B | 2% |
| Annual Yield % from dividends | 2.13 | 1.86 | 115% |
| Returns for 1 year | 4.12 | 10.83 | 38% |
| Returns for 3 years | 21.57 | 44.58 | 48% |
| Returns for 5 years | 3.17 | 41.91 | 8% |
| Returns for 10 years | 31.24 | 82.85 | 38% |
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