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IUAAX vs RLEFX
IUAAX vs RLEFX Comparison
Open Charts IUAAX vs RLEFX
VY® Invesco Equity and Income A
Price$43.38
Change+$0.19 (+0.44%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IUAAX vs RLEFX Comparison Chart in %
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IUAAX vs. RLEFX commentary
Jul 06, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IUAAX (461M). IUAAX pays higher dividends than RLEFX: IUAAX (2.75) vs RLEFX (2.01). IUAAX was incepted earlier than RLEFX: IUAAX (24 years) vs RLEFX (10 years). IUAAX (1.24) is less costly to investors than RLEFX (0.39). IUAAX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IUAAX has a lower initial minimum investment than RLEFX: IUAAX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. IUAAX (4.23). RLEFX return over 5 years is better than : 42.56 vs. IUAAX (19.89).
| IUAAX | RLEFX | IUAAX / RLEFX | |
| Total Expense Ratio | 1.14 | 0.39 | 292% |
| Annual Report Gross Expense Ratio | 1.24 | 0.39 | 318% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 5.934 | 8.164 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 252B | 0% |
| Annual Yield % from dividends | 2.75 | 2.01 | 136% |
| Returns for 1 year | 4.23 | 8.07 | 52% |
| Returns for 3 years | 0.89 | 35.76 | 2% |
| Returns for 5 years | 19.89 | 42.56 | 47% |
| Returns for 10 years | 9.35 | N/A | - |
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