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IUAAX vs RLBGX
IUAAX vs RLBGX Comparison
Open Charts IUAAX vs RLBGX
VY® Invesco Equity and Income A
Price$39.51
Change+$0.42 (+1.07%)
VolumeN/A
Net Assets428.54M
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
IUAAX vs RLBGX Comparison Chart
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IUAAX vs. RLBGX commentary
Apr 25, 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: 227B vs. IUAAX (429M). IUAAX pays higher dividends than RLBGX: IUAAX (2.87) vs RLBGX (2.31). IUAAX was incepted earlier than RLBGX: IUAAX (23 years) vs RLBGX (16 years). IUAAX (1.22) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IUAAX (144.00). 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 : 4.54 vs. IUAAX (-5.19). RLBGX return over 5 years is better than : 37.73 vs. IUAAX (16.02).
| IUAAX | RLBGX | IUAAX / RLBGX | |
| Total Expense Ratio | 1.14 | 0.25 | 456% |
| Annual Report Gross Expense Ratio | 1.22 | 0.25 | 488% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -4.542 | -1.417 | 321% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 429M | 227B | 0% |
| Annual Yield % from dividends | 2.87 | 2.31 | 124% |
| Returns for 1 year | -5.19 | 4.54 | -114% |
| Returns for 3 years | -15.89 | 15.43 | -103% |
| Returns for 5 years | 16.02 | 37.73 | 42% |
| Returns for 10 years | -2.03 | 50.06 | -4% |
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