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IUAAX vs RLEFX
IUAAX vs RLEFX Comparison
Open Charts IUAAX vs RLEFX
VY® Invesco Equity and Income A
Price$39.51
Change+$0.42 (+1.07%)
VolumeN/A
Net Assets428.54M
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
IUAAX vs RLEFX Comparison Chart
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IUAAX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. IUAAX (429M). IUAAX pays higher dividends than RLEFX: IUAAX (2.87) vs RLEFX (2.16). IUAAX was incepted earlier than RLEFX: IUAAX (23 years) vs RLEFX (9 years). IUAAX (1.22) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IUAAX (144.00). 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 : 4.35 vs. IUAAX (-5.19). RLEFX return over 5 years is better than : 36.87 vs. IUAAX (16.02).
| IUAAX | RLEFX | IUAAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.40 | 285% |
| Annual Report Gross Expense Ratio | 1.22 | 0.40 | 305% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -4.542 | -1.485 | 306% |
| 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 | 2.16 | 133% |
| Returns for 1 year | -5.19 | 4.35 | -119% |
| Returns for 3 years | -15.89 | 14.97 | -106% |
| Returns for 5 years | 16.02 | 36.87 | 43% |
| Returns for 10 years | -2.03 | N/A | - |
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