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AZNCX vs CLBAX
AZNCX vs CLBAX Comparison
Open Charts AZNCX vs CLBAX
Virtus Income & Growth C
Price$9.84
Change-$0.01 (-0.10%)
VolumeN/A
Net Assets4.74B
American Funds American Balanced 529A
Price$37.37
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AZNCX vs CLBAX Comparison Chart in %
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AZNCX vs. CLBAX commentary
Aug 18, 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 AZNCX is a StrongBuy and CLBAX is a Buy.
FUNDAMENTALS
Fundamentals
CLBAX has more cash in the bank: 256B vs. AZNCX (4.74B). AZNCX pays higher dividends than CLBAX: AZNCX (2.05) vs CLBAX (1.82). AZNCX was incepted earlier than CLBAX: AZNCX (18 years) vs CLBAX (24 years). AZNCX (1.90) is less costly to investors than CLBAX (0.58). AZNCX is a more actively managed with annual turnover of: 61.00 vs. CLBAX (44.00). CLBAX has a lower initial minimum investment than AZNCX: CLBAX (250) vs AZNCX (2500). CLBAX annual gain was more profitable for investors over the last year : 7.96 vs. AZNCX (4.57). CLBAX return over 5 years is better than : 39.83 vs. AZNCX (1.76).
| AZNCX | CLBAX | AZNCX / CLBAX | |
| Total Expense Ratio | 1.90 | 0.58 | 328% |
| Annual Report Gross Expense Ratio | 1.90 | 0.58 | 328% |
| Fund Existence | 18 years | 24 years | - |
| Gain YTD | 2.934 | 9.747 | 30% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 2500 | 250 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 256B | 2% |
| Annual Yield % from dividends | 2.05 | 1.82 | 113% |
| Returns for 1 year | 4.57 | 7.96 | 57% |
| Returns for 3 years | 4.38 | 30.56 | 14% |
| Returns for 5 years | 1.76 | 39.83 | 4% |
| Returns for 10 years | 3.65 | 78.78 | 5% |
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