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IUASX vs RLEFX
IUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFX
VY® Invesco Equity and Income S
Price$41.05
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets438.26M
American Funds American Balanced R5E
Price$34.32
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
IUASX vs RLEFX Comparison Chart
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IUASX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. IUASX (438M). IUASX pays higher dividends than RLEFX: IUASX (3.25) vs RLEFX (2.17). IUASX was incepted earlier than RLEFX: IUASX (23 years) vs RLEFX (9 years). IUASX (0.97) is less costly to investors than RLEFX (0.39). IUASX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IUASX has a lower initial minimum investment than RLEFX: IUASX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 4.41 vs. IUASX (-2.80). RLEFX return over 5 years is better than : 37.75 vs. IUASX (18.79).
| IUASX | RLEFX | IUASX / RLEFX | |
| Total Expense Ratio | 0.89 | 0.39 | 228% |
| Annual Report Gross Expense Ratio | 0.97 | 0.39 | 249% |
| Fund Existence | 23 years | 9 years | - |
| Gain YTD | -1.298 | 0.416 | -312% |
| 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 | 2.17 | 150% |
| Returns for 1 year | -2.80 | 4.41 | -64% |
| Returns for 3 years | -8.25 | 22.12 | -37% |
| Returns for 5 years | 18.79 | 37.75 | 50% |
| Returns for 10 years | 4.76 | N/A | - |
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