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IUAAX vs RLBGX
IUAAX vs RLBGX Comparison
Open Charts IUAAX vs RLBGX
VY® Invesco Equity and Income A
Price$43.08
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets454.11M
American Funds American Balanced R6
Price$36.83
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets251.3B
IUAAX vs RLBGX Comparison Chart in %
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IUAAX vs. RLBGX commentary
Jul 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 IUAAX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 251B vs. IUAAX (454M). IUAAX pays higher dividends than RLBGX: IUAAX (2.75) vs RLBGX (2.15). IUAAX was incepted earlier than RLBGX: IUAAX (24 years) vs RLBGX (16 years). IUAAX (1.24) is less costly to investors than RLBGX (0.25). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IUAAX has a lower initial minimum investment than RLBGX: IUAAX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 6.00 vs. IUAAX (0.07). RLBGX return over 5 years is better than : 40.62 vs. IUAAX (15.40).
| IUAAX | RLBGX | IUAAX / RLBGX | |
| Total Expense Ratio | 1.14 | 0.25 | 456% |
| Annual Report Gross Expense Ratio | 1.24 | 0.25 | 496% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 4.762 | 8.054 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 454M | 251B | 0% |
| Annual Yield % from dividends | 2.75 | 2.15 | 128% |
| Returns for 1 year | 0.07 | 6.00 | 1% |
| Returns for 3 years | 0.11 | 36.43 | 0% |
| Returns for 5 years | 15.40 | 40.62 | 38% |
| Returns for 10 years | 6.45 | 65.27 | 10% |
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