Interact to see
Advertisement
Advertisement
IUAIX vs RLBGX
IUAIX vs RLBGX Comparison
Open Charts IUAIX vs RLBGX
VY® Invesco Equity and Income I
Price$42.45
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets443.05M
American Funds American Balanced R6
Price$35.56
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.95B
IUAIX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IUAIX vs. RLBGX commentary
Jun 04, 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: 242B vs. IUAIX (443M). IUAIX pays higher dividends than RLBGX: IUAIX (3.22) vs RLBGX (2.23). IUAIX was incepted earlier than RLBGX: IUAIX (23 years) vs RLBGX (16 years). IUAIX (0.74) is less costly to investors than RLBGX (0.25). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). 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 : 7.82 vs. IUAIX (-0.14). RLBGX return over 5 years is better than : 37.34 vs. IUAIX (14.66).
| IUAIX | RLBGX | IUAIX / RLBGX | |
| Total Expense Ratio | 0.64 | 0.25 | 256% |
| Annual Report Gross Expense Ratio | 0.74 | 0.25 | 296% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 0.712 | 3.932 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 443M | 242B | 0% |
| Annual Yield % from dividends | 3.22 | 2.23 | 144% |
| Returns for 1 year | -0.14 | 7.82 | -2% |
| Returns for 3 years | -8.28 | 23.00 | -36% |
| Returns for 5 years | 14.66 | 37.34 | 39% |
| Returns for 10 years | 9.32 | 60.43 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement