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IUAAX vs RLEFX
IUAAX vs RLEFX Comparison
Open Charts IUAAX vs RLEFX
VY® Invesco Equity and Income A
Price$32.68
Change+$0.19 (+0.58%)
VolumeN/A
Net Assets462.03M
American Funds American Balanced R5E
Price$40.21
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
IUAAX vs RLEFX Comparison Chart in %
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IUAAX vs. RLEFX commentary
Dec 13, 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 Hold and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. IUAAX (462M). IUAAX pays higher dividends than RLEFX: IUAAX (2.93) vs RLEFX (1.86). 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 : 10.83 vs. IUAAX (-22.50). RLEFX return over 5 years is better than : 41.91 vs. IUAAX (-20.38).
| 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 | -20.054 | 18.443 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 269B | 0% |
| Annual Yield % from dividends | 2.93 | 1.86 | 158% |
| Returns for 1 year | -22.50 | 10.83 | -208% |
| Returns for 3 years | -15.74 | 44.58 | -35% |
| Returns for 5 years | -20.38 | 41.91 | -49% |
| Returns for 10 years | -6.26 | 82.85 | -8% |
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