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IVIPX vs RLBGX
IVIPX vs RLBGX Comparison
Open Charts IVIPX vs RLBGX
VY® Invesco Equity and Income S2
Price$42.37
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets451.8M
American Funds American Balanced R6
Price$36.44
Change+$0.27 (+0.75%)
VolumeN/A
Net Assets247.64B
IVIPX vs RLBGX Comparison Chart in %
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IVIPX vs. RLBGX commentary
Jun 28, 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: 248B vs. IVIPX (452M). 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 : 7.76 vs. IVIPX (2.36). RLBGX return over 5 years is better than : 44.76 vs. IVIPX (20.27).
| 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 | 3.544 | 6.910 | 51% |
| 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 | 3.09 | 2.23 | 139% |
| Returns for 1 year | 2.36 | 7.76 | 30% |
| Returns for 3 years | -1.97 | 33.86 | -6% |
| Returns for 5 years | 20.27 | 44.76 | 45% |
| Returns for 10 years | 7.84 | 67.11 | 12% |
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