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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$12.30
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets4.76B
American Funds American Balanced R5E
Price$38.98
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets265.37B
AZNIX vs RLEFX Comparison Chart in %
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AZNIX vs. RLEFX 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 RLEFX is a Hold.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 265B vs. AZNIX (4.76B). AZNIX pays higher dividends than RLEFX: AZNIX (2.22) vs RLEFX (1.92). AZNIX was incepted earlier than RLEFX: AZNIX (19 years) vs RLEFX (10 years). AZNIX (0.91) is less costly to investors than RLEFX (0.39). AZNIX is a more actively managed with annual turnover of: 76.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than AZNIX: RLEFX (250) vs AZNIX (1000000). RLEFX annual gain was more profitable for investors over the last year : 8.95 vs. AZNIX (5.68). RLEFX return over 5 years is better than : 43.12 vs. AZNIX (8.96).
| AZNIX | RLEFX | AZNIX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 19 years | 10 years | - |
| Gain YTD | 5.815 | 14.702 | 40% |
| 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 | 1.92 | 116% |
| Returns for 1 year | 5.68 | 8.95 | 63% |
| Returns for 3 years | 25.83 | 52.35 | 49% |
| Returns for 5 years | 8.96 | 43.12 | 21% |
| Returns for 10 years | 30.86 | N/A | - |
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