Ad is loading...
IVIPX vs RLEFX
IVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFX
VY® Invesco Equity and Income S2
Price$40.00
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets435.81M
American Funds American Balanced R5E
Price$34.35
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets234.05B
IVIPX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IVIPX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 234B vs. IVIPX (436M). IVIPX pays higher dividends than RLEFX: IVIPX (3.19) vs RLEFX (2.17). IVIPX was incepted earlier than RLEFX: IVIPX (16 years) vs RLEFX (9 years). IVIPX (1.12) 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 : 4.93 vs. IVIPX (-3.19). RLEFX return over 5 years is better than : 37.87 vs. IVIPX (16.43).
| IVIPX | RLEFX | IVIPX / RLEFX | |
| Total Expense Ratio | 1.02 | 0.39 | 262% |
| Annual Report Gross Expense Ratio | 1.12 | 0.39 | 287% |
| Fund Existence | 16 years | 9 years | - |
| Gain YTD | -2.018 | 0.504 | -400% |
| 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 | 2.17 | 147% |
| Returns for 1 year | -3.19 | 4.93 | -65% |
| Returns for 3 years | -9.78 | 22.44 | -44% |
| Returns for 5 years | 16.43 | 37.87 | 43% |
| Returns for 10 years | 1.37 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...