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IUAAX vs RLBGX
IUAAX vs RLBGX Comparison
Open Charts IUAAX vs RLBGX
VY® Invesco Equity and Income A
Price$41.89
Change-$0.31 (-0.73%)
VolumeN/A
Net Assets449.69M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IUAAX vs RLBGX Comparison Chart
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IUAAX vs. RLBGX commentary
Jun 16, 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 IUAAX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. IUAAX (450M). IUAAX pays higher dividends than RLBGX: IUAAX (2.86) vs RLBGX (2.23). IUAAX was incepted earlier than RLBGX: IUAAX (24 years) vs RLBGX (16 years). IUAAX (1.24) is less costly to investors than RLBGX (0.25). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IUAAX has a lower initial minimum investment than RLBGX: IUAAX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. IUAAX (1.31). RLBGX return over 5 years is better than : 40.35 vs. IUAAX (15.56).
| IUAAX | RLBGX | IUAAX / RLBGX | |
| Total Expense Ratio | 1.14 | 0.25 | 456% |
| Annual Report Gross Expense Ratio | 1.24 | 0.25 | 496% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.295 | 4.592 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 244B | 0% |
| Annual Yield % from dividends | 2.86 | 2.23 | 128% |
| Returns for 1 year | 1.31 | 5.63 | 23% |
| Returns for 3 years | -1.93 | 33.78 | -6% |
| Returns for 5 years | 15.56 | 40.35 | 39% |
| Returns for 10 years | 4.06 | 60.87 | 7% |
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