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AZNIX vs RLEFX
AZNIX vs RLEFX Comparison
Open Charts AZNIX vs RLEFX
Virtus Income & Growth Inst
Price$12.16
Change-$0.02 (-0.16%)
VolumeN/A
Net Assets4.74B
American Funds American Balanced R5E
Price$37.42
Change-$0.09 (-0.24%)
VolumeN/A
Net Assets256.26B
AZNIX vs RLEFX Comparison Chart in %
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AZNIX vs. RLEFX commentary
Aug 19, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 256B vs. AZNIX (4.74B). AZNIX pays higher dividends than RLEFX: AZNIX (2.32) vs RLEFX (2.00). AZNIX was incepted earlier than RLEFX: AZNIX (18 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: 61.00 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 : 8.15 vs. AZNIX (6.73). RLEFX return over 5 years is better than : 39.18 vs. AZNIX (12.15).
| AZNIX | RLEFX | AZNIX / RLEFX | |
| Total Expense Ratio | 0.90 | 0.39 | 231% |
| Annual Report Gross Expense Ratio | 0.91 | 0.39 | 233% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 4.264 | 9.867 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.74B | 256B | 2% |
| Annual Yield % from dividends | 2.32 | 2.00 | 116% |
| Returns for 1 year | 6.73 | 8.15 | 83% |
| Returns for 3 years | 10.99 | 30.19 | 36% |
| Returns for 5 years | 12.15 | 39.18 | 31% |
| Returns for 10 years | 24.41 | N/A | - |
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