Ad is loading...
IVIPX vs RLEFX
IVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFX
VY® Invesco Equity and Income S2
Price$38.33
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets423.34M
American Funds American Balanced R5E
Price$32.93
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
IVIPX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVIPX vs. RLEFX commentary
Apr 18, 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 Hold and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 225B vs. IVIPX (423M). IVIPX pays higher dividends than RLEFX: IVIPX (3.10) vs RLEFX (2.16). IVIPX was incepted earlier than RLEFX: IVIPX (16 years) vs RLEFX (9 years). IVIPX (1.12) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. IVIPX (144.00). IVIPX has a lower initial minimum investment than RLEFX: IVIPX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 2.75 vs. IVIPX (-4.40). RLEFX return over 5 years is better than : 32.76 vs. IVIPX (15.04).
| IVIPX | RLEFX | IVIPX / RLEFX | |
| Total Expense Ratio | 1.02 | 0.40 | 255% |
| Annual Report Gross Expense Ratio | 1.12 | 0.40 | 280% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -4.996 | -3.650 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 423M | 225B | 0% |
| Annual Yield % from dividends | 3.10 | 2.16 | 144% |
| Returns for 1 year | -4.40 | 2.75 | -160% |
| Returns for 3 years | -17.84 | 10.47 | -170% |
| Returns for 5 years | 15.04 | 32.76 | 46% |
| Returns for 10 years | -1.40 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers