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IUAAX vs RLEFX
IUAAX vs RLEFX Comparison
Open Charts IUAAX vs RLEFX
VY® Invesco Equity and Income A
Price$43.08
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets454.11M
American Funds American Balanced R5E
Price$36.78
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets251.3B
IUAAX vs RLEFX Comparison Chart in %
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IUAAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 251B vs. IUAAX (454M). IUAAX pays higher dividends than RLEFX: IUAAX (2.75) vs RLEFX (2.01). 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 : 5.86 vs. IUAAX (0.07). RLEFX return over 5 years is better than : 39.78 vs. IUAAX (15.40).
| 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 | 4.762 | 7.988 | 60% |
| 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 | 2.01 | 136% |
| Returns for 1 year | 0.07 | 5.86 | 1% |
| Returns for 3 years | 0.11 | 35.92 | 0% |
| Returns for 5 years | 15.40 | 39.78 | 39% |
| Returns for 10 years | 6.45 | N/A | - |