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IVIPX vs RLBGX
IVIPX vs RLBGX Comparison
Open Charts IVIPX vs RLBGX
VY® Invesco Equity and Income S2
Price$40.00
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets435.81M
American Funds American Balanced R6
Price$34.40
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IVIPX vs RLBGX Comparison Chart
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IVIPX vs. RLBGX commentary
May 09, 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: 234B vs. IVIPX (436M). IVIPX pays higher dividends than RLBGX: IVIPX (3.19) vs RLBGX (2.31). IVIPX was incepted earlier than RLBGX: IVIPX (16 years) vs RLBGX (16 years). IVIPX (1.12) 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 : 5.09 vs. IVIPX (-3.19). RLBGX return over 5 years is better than : 38.70 vs. IVIPX (16.43).
| IVIPX | RLBGX | IVIPX / RLBGX | |
| Total Expense Ratio | 1.02 | 0.25 | 408% |
| Annual Report Gross Expense Ratio | 1.12 | 0.25 | 448% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | -2.018 | 0.541 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 436M | 234B | 0% |
| Annual Yield % from dividends | 3.19 | 2.31 | 138% |
| Returns for 1 year | -3.19 | 5.09 | -63% |
| Returns for 3 years | -9.78 | 22.88 | -43% |
| Returns for 5 years | 16.43 | 38.70 | 42% |
| Returns for 10 years | 1.37 | 53.65 | 3% |
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