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IUASX vs RLEFX
IUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFX
VY® Invesco Equity and Income S
Price$43.41
Change+$0.32 (+0.74%)
VolumeN/A
Net Assets451.8M
American Funds American Balanced R5E
Price$36.38
Change+$0.26 (+0.72%)
VolumeN/A
Net Assets247.64B
IUASX vs RLEFX Comparison Chart in %
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IUASX vs. RLEFX commentary
Jun 27, 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: 248B vs. IUASX (452M). IUASX pays higher dividends than RLEFX: IUASX (3.14) vs RLEFX (2.09). IUASX was incepted earlier than RLEFX: IUASX (24 years) vs RLEFX (10 years). IUASX (0.99) 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 : 7.55 vs. IUASX (2.67). RLEFX return over 5 years is better than : 43.86 vs. IUASX (21.90).
| IUASX | RLEFX | IUASX / RLEFX | |
| Total Expense Ratio | 0.89 | 0.39 | 228% |
| Annual Report Gross Expense Ratio | 0.99 | 0.39 | 254% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 3.607 | 6.814 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 248B | 0% |
| Annual Yield % from dividends | 3.14 | 2.09 | 150% |
| Returns for 1 year | 2.67 | 7.55 | 35% |
| Returns for 3 years | -1.00 | 33.32 | -3% |
| Returns for 5 years | 21.90 | 43.86 | 50% |
| Returns for 10 years | 10.43 | N/A | - |
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