Interact to see
Advertisement
Advertisement
IUAAX vs RLEFX
IUAAX vs RLEFX Comparison
Open Charts IUAAX vs RLEFX
VY® Invesco Equity and Income A
Price$41.78
Change+$0.30 (+0.72%)
VolumeN/A
Net Assets446.14M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
IUAAX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUAAX vs. RLEFX commentary
Jun 07, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. IUAAX (446M). IUAAX pays higher dividends than RLEFX: IUAAX (2.86) vs RLEFX (2.09). IUAAX was incepted earlier than RLEFX: IUAAX (24 years) vs RLEFX (10 years). IUAAX (1.24) is less costly to investors than RLEFX (0.39). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IUAAX has a lower initial minimum investment than RLEFX: IUAAX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 7.31 vs. IUAAX (0.27). RLEFX return over 5 years is better than : 35.83 vs. IUAAX (8.23).
| IUAAX | RLEFX | IUAAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.24 | 0.39 | 318% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 1.294 | 4.776 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 243B | 0% |
| Annual Yield % from dividends | 2.86 | 2.09 | 137% |
| Returns for 1 year | 0.27 | 7.31 | 4% |
| Returns for 3 years | -10.28 | 22.75 | -45% |
| Returns for 5 years | 8.23 | 35.83 | 23% |
| Returns for 10 years | 3.83 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SHDYX | 9.12 | 0.12 | +1.33% |
| American Beacon Shapiro SMID Cap Eq Y | |||
| MCBAX | 14.11 | N/A | N/A |
| BlackRock Large Cap Focus Value Inv C | |||
| TEQLX | 12.02 | N/A | N/A |
| Nuveen Emerging Markets Eq Idx R6 | |||
| NEMAX | 22.11 | N/A | N/A |
| Neuberger Berman Emerg Mkts Eq A | |||
| BICSX | 9.26 | N/A | N/A |
| BlackRock Commodity Strategies Instl | |||