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AZNIX vs RLBGX
AZNIX vs RLBGX Comparison
Open Charts AZNIX vs RLBGX
Virtus Income & Growth Inst
Price$11.73
Change-$0.07 (-0.59%)
VolumeN/A
Net Assets4.6B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
AZNIX vs RLBGX Comparison Chart
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AZNIX vs. RLBGX commentary
Jun 16, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. AZNIX (4.6B). RLBGX (2.23) and AZNIX (2.16) have matching dividends . AZNIX was incepted earlier than RLBGX: AZNIX (18 years) vs RLBGX (16 years). AZNIX (0.91) is less costly to investors than RLBGX (0.25). AZNIX is a more actively managed with annual turnover of: 61.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than AZNIX: RLBGX (250) vs AZNIX (1000000). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. AZNIX (2.80). RLBGX return over 5 years is better than : 40.35 vs. AZNIX (15.82).
| AZNIX | RLBGX | AZNIX / RLBGX | |
| Total Expense Ratio | 0.90 | 0.25 | 360% |
| Annual Report Gross Expense Ratio | 0.91 | 0.25 | 364% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 0.010 | 4.592 | 0% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.6B | 244B | 2% |
| Annual Yield % from dividends | 2.16 | 2.23 | 97% |
| Returns for 1 year | 2.80 | 5.63 | 50% |
| Returns for 3 years | 16.88 | 33.78 | 50% |
| Returns for 5 years | 15.82 | 40.35 | 39% |
| Returns for 10 years | 16.58 | 60.87 | 27% |
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