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IUAIX vs RLBGX
IUAIX vs RLBGX Comparison
Open Charts IUAIX vs RLBGX
VY® Invesco Equity and Income I
Price$40.25
Change+$0.42 (+1.05%)
VolumeN/A
Net Assets423.95M
American Funds American Balanced R6
Price$33.29
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
IUAIX vs RLBGX Comparison Chart
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IUAIX vs. RLBGX commentary
Apr 24, 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 IUAIX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 225B vs. IUAIX (424M). IUAIX pays higher dividends than RLBGX: IUAIX (3.24) vs RLBGX (2.31). IUAIX was incepted earlier than RLBGX: IUAIX (23 years) vs RLBGX (16 years). IUAIX (0.72) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. IUAIX (144.00). IUAIX has a lower initial minimum investment than RLBGX: IUAIX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 2.00 vs. IUAIX (-5.78). RLBGX return over 5 years is better than : 34.55 vs. IUAIX (18.68).
| IUAIX | RLBGX | IUAIX / RLBGX | |
| Total Expense Ratio | 0.64 | 0.25 | 256% |
| Annual Report Gross Expense Ratio | 0.72 | 0.25 | 288% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -5.414 | -3.697 | 146% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 225B | 0% |
| Annual Yield % from dividends | 3.24 | 2.31 | 140% |
| Returns for 1 year | -5.78 | 2.00 | -290% |
| Returns for 3 years | -14.80 | 12.98 | -114% |
| Returns for 5 years | 18.68 | 34.55 | 54% |
| Returns for 10 years | 2.93 | 46.24 | 6% |