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AZNIX vs RLBFX
AZNIX vs RLBFX Comparison
Open Charts AZNIX vs RLBFX
Virtus Income & Growth Inst
Price$12.30
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4.76B
American Funds American Balanced R5
Price$39.08
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AZNIX vs RLBFX Comparison Chart in %
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AZNIX vs. RLBFX commentary
Oct 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 AZNIX is a Hold and RLBFX is a Hold.
FUNDAMENTALS
Fundamentals
RLBFX has more cash in the bank: 265B vs. AZNIX (4.76B). AZNIX pays higher dividends than RLBFX: AZNIX (2.22) vs RLBFX (2.00). AZNIX was incepted earlier than RLBFX: AZNIX (19 years) vs RLBFX (23 years). AZNIX (0.91) is less costly to investors than RLBFX (0.29). AZNIX is a more actively managed with annual turnover of: 76.00 vs. RLBFX (44.00). RLBFX has a lower initial minimum investment than AZNIX: RLBFX (250) vs AZNIX (1000000). RLBFX annual gain was more profitable for investors over the last year : 9.05 vs. AZNIX (5.68). RLBFX return over 5 years is better than : 43.75 vs. AZNIX (8.96).
| AZNIX | RLBFX | AZNIX / RLBFX | |
| Total Expense Ratio | 0.90 | 0.29 | 310% |
| Annual Report Gross Expense Ratio | 0.91 | 0.29 | 314% |
| Fund Existence | 19 years | 23 years | - |
| Gain YTD | 5.815 | 14.772 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.76B | 265B | 2% |
| Annual Yield % from dividends | 2.22 | 2.00 | 111% |
| Returns for 1 year | 5.68 | 9.05 | 63% |
| Returns for 3 years | 25.83 | 52.75 | 49% |
| Returns for 5 years | 8.96 | 43.75 | 20% |
| Returns for 10 years | 30.86 | 78.54 | 39% |
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