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IUASX vs RLEFX
IUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFX
VY® Invesco Equity and Income S
Price$42.17
Change+$0.29 (+0.69%)
VolumeN/A
Net Assets443.05M
American Funds American Balanced R5E
Price$35.65
Change+$0.15 (+0.42%)
VolumeN/A
Net Assets241.95B
IUASX vs RLEFX Comparison Chart
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IUASX 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 IUASX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 242B vs. IUASX (443M). 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 : 7.97 vs. IUASX (-0.08). RLEFX return over 5 years is better than : 37.20 vs. IUASX (12.11).
| 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 | 0.697 | 4.308 | 16% |
| 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 | 3.14 | 2.09 | 150% |
| Returns for 1 year | -0.08 | 7.97 | -1% |
| Returns for 3 years | -9.16 | 23.08 | -40% |
| Returns for 5 years | 12.11 | 37.20 | 33% |
| Returns for 10 years | 6.09 | N/A | - |
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