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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.75
Change+$0.06 (+0.51%)
VolumeN/A
Net Assets4.77B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Feb 04, 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 Buy and RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. AZNAX (4.77B). AZNAX pays higher dividends than RLEFX: AZNAX (2.16) vs RLEFX (2.06). 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 : 11.56 vs. AZNAX (5.71). RLEFX return over 5 years is better than : 36.72 vs. AZNAX (-1.30).
| 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 | 1.424 | 2.483 | 57% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.77B | 270B | 2% |
| Annual Yield % from dividends | 2.16 | 2.06 | 105% |
| Returns for 1 year | 5.71 | 11.56 | 49% |
| Returns for 3 years | 18.81 | 37.57 | 50% |
| Returns for 5 years | -1.30 | 36.72 | -4% |
| Returns for 10 years | 42.19 | 90.60 | 47% |
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