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IVIPX vs RLBGX
IVIPX vs RLBGX Comparison
Open Charts IVIPX vs RLBGX
VY® Invesco Equity and Income S2
Price$42.98
Change-$0.01 (-0.02%)
VolumeN/A
Net Assets457.9M
American Funds American Balanced R6
Price$36.90
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets252.37B
IVIPX vs RLBGX Comparison Chart in %
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IVIPX vs. RLBGX commentary
Jul 19, 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 IVIPX is a Buy and RLBGX is a Hold.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IVIPX (458M). IVIPX pays higher dividends than RLBGX: IVIPX (2.97) vs RLBGX (2.15). IVIPX was incepted earlier than RLBGX: IVIPX (16 years) vs RLBGX (16 years). IVIPX (1.14) is less costly to investors than RLBGX (0.25). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IVIPX has a lower initial minimum investment than RLBGX: IVIPX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 7.44 vs. IVIPX (1.21). RLBGX return over 5 years is better than : 41.00 vs. IVIPX (16.95).
| IVIPX | RLBGX | IVIPX / RLBGX | |
| Total Expense Ratio | 1.02 | 0.25 | 408% |
| Annual Report Gross Expense Ratio | 1.14 | 0.25 | 456% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 5.809 | 8.347 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 252B | 0% |
| Annual Yield % from dividends | 2.97 | 2.15 | 138% |
| Returns for 1 year | 1.21 | 7.44 | 16% |
| Returns for 3 years | 1.44 | 37.32 | 4% |
| Returns for 5 years | 16.95 | 41.00 | 41% |
| Returns for 10 years | 8.47 | 65.78 | 13% |
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