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AZNAX vs RLEFX
AZNAX vs RLEFX Comparison
Open Charts AZNAX vs RLEFX
Virtus Income & Growth A
Price$11.35
Change+$0.06 (+0.53%)
VolumeN/A
Net Assets4.7B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
AZNAX vs RLEFX Comparison Chart in %
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AZNAX vs. RLEFX commentary
Jul 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. AZNAX (4.7B). AZNAX pays higher dividends than RLEFX: AZNAX (2.28) vs RLEFX (2.01). AZNAX was incepted earlier than RLEFX: AZNAX (18 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: 61.00 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 : 8.07 vs. AZNAX (4.67). RLEFX return over 5 years is better than : 42.56 vs. AZNAX (13.76).
| AZNAX | RLEFX | AZNAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 2.699 | 8.164 | 33% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.7B | 252B | 2% |
| Annual Yield % from dividends | 2.28 | 2.01 | 113% |
| Returns for 1 year | 4.67 | 8.07 | 58% |
| Returns for 3 years | 18.50 | 35.76 | 52% |
| Returns for 5 years | 13.76 | 42.56 | 32% |
| Returns for 10 years | 16.04 | N/A | - |
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