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IUASX vs RLBGX
IUASX vs RLBGX Comparison
Open Charts IUASX vs RLBGX
VY® Invesco Equity and Income S
Price$41.05
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets438.26M
American Funds American Balanced R6
Price$34.37
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IUASX vs RLBGX Comparison Chart
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IUASX vs. RLBGX commentary
May 12, 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 IUASX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. IUASX (438M). IUASX pays higher dividends than RLBGX: IUASX (3.25) vs RLBGX (2.31). IUASX was incepted earlier than RLBGX: IUASX (23 years) vs RLBGX (16 years). IUASX (0.97) is less costly to investors than RLBGX (0.25). IUASX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IUASX has a lower initial minimum investment than RLBGX: IUASX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 4.56 vs. IUASX (-2.80). RLBGX return over 5 years is better than : 38.58 vs. IUASX (18.79).
| IUASX | RLBGX | IUASX / RLBGX | |
| Total Expense Ratio | 0.89 | 0.25 | 356% |
| Annual Report Gross Expense Ratio | 0.97 | 0.25 | 388% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | -1.298 | 0.454 | -286% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 438M | 234B | 0% |
| Annual Yield % from dividends | 3.25 | 2.31 | 140% |
| Returns for 1 year | -2.80 | 4.56 | -61% |
| Returns for 3 years | -8.25 | 22.52 | -37% |
| Returns for 5 years | 18.79 | 38.58 | 49% |
| Returns for 10 years | 4.76 | 53.83 | 9% |
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