AZNCX
Price
$10.02
Change
+$0.01 (+0.10%)
Updated
Feb 3 closing price
Net Assets
4.77B
RLEFX
Price
$38.38
Change
-$0.55 (-1.41%)
Updated
Feb 3 closing price
Net Assets
269.72B
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AZNCX vs RLEFX

Header iconAZNCX vs RLEFX Comparison
Open Charts AZNCX vs RLEFXBanner chart's image
Virtus Income & Growth C
Price$10.02
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets4.77B
American Funds American Balanced R5E
Price$38.38
Change-$0.55 (-1.41%)
VolumeN/A
Net Assets269.72B
AZNCX vs RLEFX Comparison Chart in %
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AZNCX 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 AZNCX is a Buy and RLEFX is a Hold.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 270B vs. AZNCX (4.77B). RLEFX (2.06) and AZNCX (1.96) have matching dividends . AZNCX was incepted earlier than RLEFX: AZNCX (19 years) vs RLEFX (10 years). AZNCX (1.90) is less costly to investors than RLEFX (0.39). AZNCX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than AZNCX: RLEFX (250) vs AZNCX (2500). RLEFX annual gain was more profitable for investors over the last year : 11.56 vs. AZNCX (4.18). RLEFX return over 5 years is better than : 36.72 vs. AZNCX (-8.36).
AZNCXRLEFXAZNCX / RLEFX
Total Expense Ratio1.900.39487%
Annual Report Gross Expense Ratio1.900.39487%
Fund Existence19 years10 years-
Gain YTD1.3162.48353%
Front LoadN/AN/A-
Min. Initial Investment25002501,000%
Min. Initial Investment IRAN/AN/A-
Net Assets4.77B270B2%
Annual Yield % from dividends1.962.0695%
Returns for 1 year4.1811.5636%
Returns for 3 years13.4137.5736%
Returns for 5 years-8.3636.72-23%
Returns for 10 years24.3990.6027%
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