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IUAIX vs RLEFX
IUAIX vs RLEFX Comparison
Open Charts IUAIX vs RLEFX
VY® Invesco Equity and Income I
Price$42.45
Change+$0.04 (+0.09%)
VolumeN/A
Net Assets443.05M
American Funds American Balanced R5E
Price$35.50
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets241.95B
IUAIX vs RLEFX Comparison Chart
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IUAIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. IUAIX (443M). IUAIX pays higher dividends than RLEFX: IUAIX (3.22) vs RLEFX (2.09). IUAIX was incepted earlier than RLEFX: IUAIX (23 years) vs RLEFX (10 years). IUAIX (0.74) is less costly to investors than RLEFX (0.39). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). 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 : 7.25 vs. IUAIX (-0.14). RLEFX return over 5 years is better than : 35.97 vs. IUAIX (14.66).
| IUAIX | RLEFX | IUAIX / RLEFX | |
| Total Expense Ratio | 0.64 | 0.39 | 164% |
| Annual Report Gross Expense Ratio | 0.74 | 0.39 | 190% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 0.712 | 3.489 | 20% |
| 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 | 2.09 | 154% |
| Returns for 1 year | -0.14 | 7.25 | -2% |
| Returns for 3 years | -8.28 | 22.11 | -37% |
| Returns for 5 years | 14.66 | 35.97 | 41% |
| Returns for 10 years | 9.32 | N/A | - |
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