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IUAIX vs RLEFX
IUAIX vs RLEFX Comparison
Open Charts IUAIX vs RLEFX
VY® Invesco Equity and Income I
Price$40.25
Change+$0.42 (+1.05%)
VolumeN/A
Net Assets423.95M
American Funds American Balanced R5E
Price$33.24
Change+$0.34 (+1.03%)
VolumeN/A
Net Assets224.6B
IUAIX vs RLEFX Comparison Chart
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IUAIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. IUAIX (424M). IUAIX pays higher dividends than RLEFX: IUAIX (3.24) vs RLEFX (2.16). IUAIX was incepted earlier than RLEFX: IUAIX (23 years) vs RLEFX (9 years). IUAIX (0.72) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IUAIX (144.00). IUAIX has a lower initial minimum investment than RLEFX: IUAIX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 1.84 vs. IUAIX (-5.78). RLEFX return over 5 years is better than : 33.74 vs. IUAIX (18.68).
| IUAIX | RLEFX | IUAIX / RLEFX | |
| Total Expense Ratio | 0.64 | 0.40 | 160% |
| Annual Report Gross Expense Ratio | 0.72 | 0.40 | 180% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -5.414 | -3.738 | 145% |
| 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 | 2.16 | 150% |
| Returns for 1 year | -5.78 | 1.84 | -314% |
| Returns for 3 years | -14.80 | 12.56 | -118% |
| Returns for 5 years | 18.68 | 33.74 | 55% |
| Returns for 10 years | 2.93 | N/A | - |
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