Interact to see
Advertisement
Advertisement
IVIPX vs RLBGX
IVIPX vs RLBGX Comparison
Open Charts IVIPX vs RLBGX
VY® Invesco Equity and Income S2
Price$41.47
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets446.14M
American Funds American Balanced R6
Price$35.87
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
IVIPX vs RLBGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVIPX vs. RLBGX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 243B vs. IVIPX (446M). IVIPX pays higher dividends than RLBGX: IVIPX (3.09) vs RLBGX (2.23). 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 : 7.49 vs. IVIPX (0.28). RLBGX return over 5 years is better than : 36.69 vs. IVIPX (8.65).
| 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 | 1.329 | 4.838 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 446M | 243B | 0% |
| Annual Yield % from dividends | 3.09 | 2.23 | 139% |
| Returns for 1 year | 0.28 | 7.49 | 4% |
| Returns for 3 years | -10.13 | 23.19 | -44% |
| Returns for 5 years | 8.65 | 36.69 | 24% |
| Returns for 10 years | 4.74 | 62.42 | 8% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers