Interact to see
Advertisement
Advertisement
IVIPX vs RLEFX
IVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFX
VY® Invesco Equity and Income S2
Price$42.37
Change+$0.30 (+0.71%)
VolumeN/A
Net Assets451.8M
American Funds American Balanced R5E
Price$36.48
Change+$0.10 (+0.27%)
VolumeN/A
Net Assets249.42B
IVIPX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IVIPX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 249B vs. IVIPX (452M). IVIPX pays higher dividends than RLEFX: IVIPX (3.09) vs RLEFX (2.09). IVIPX was incepted earlier than RLEFX: IVIPX (16 years) vs RLEFX (10 years). IVIPX (1.14) is less costly to investors than RLEFX (0.39). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). 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 : 7.55 vs. IVIPX (2.36). RLEFX return over 5 years is better than : 43.86 vs. IVIPX (20.27).
| IVIPX | RLEFX | IVIPX / RLEFX | |
| Total Expense Ratio | 1.02 | 0.39 | 262% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 3.544 | 6.814 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 452M | 249B | 0% |
| Annual Yield % from dividends | 3.09 | 2.09 | 148% |
| Returns for 1 year | 2.36 | 7.55 | 31% |
| Returns for 3 years | -1.97 | 33.32 | -6% |
| Returns for 5 years | 20.27 | 43.86 | 46% |
| Returns for 10 years | 7.84 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement