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IVIPX vs RLEFX
IVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFX
VY® Invesco Equity and Income S2
Price$41.47
Change+$0.30 (+0.73%)
VolumeN/A
Net Assets446.14M
American Funds American Balanced R5E
Price$35.81
Change+$0.07 (+0.20%)
VolumeN/A
Net Assets243.43B
IVIPX vs RLEFX Comparison Chart
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IVIPX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 243B vs. IVIPX (446M). 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 : 7.31 vs. IVIPX (0.28). RLEFX return over 5 years is better than : 35.83 vs. IVIPX (8.65).
| 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 | 1.329 | 4.776 | 28% |
| 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 | 2.09 | 148% |
| Returns for 1 year | 0.28 | 7.31 | 4% |
| Returns for 3 years | -10.13 | 22.75 | -45% |
| Returns for 5 years | 8.65 | 35.83 | 24% |
| Returns for 10 years | 4.74 | N/A | - |