IUAIX
Price
$45.04
Change
+$0.20 (+0.45%)
Updated
Jul 25 closing price
Net Assets
460.57M
RLBGX
Price
$37.23
Change
+$0.08 (+0.22%)
Updated
Jul 25 closing price
Net Assets
254.37B
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IUAIX vs RLBGX

Header iconIUAIX vs RLBGX Comparison
Open Charts IUAIX vs RLBGXBanner chart's image
VY® Invesco Equity and Income I
Price$45.04
Change+$0.20 (+0.45%)
VolumeN/A
Net Assets460.57M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IUAIX vs RLBGX Comparison Chart in %
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IUAIX vs. RLBGX commentary
Jul 28, 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 IUAIX is a Buy and RLBGX is a Buy.

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FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. IUAIX (461M). IUAIX pays higher dividends than RLBGX: IUAIX (3.09) vs RLBGX (2.15). IUAIX was incepted earlier than RLBGX: IUAIX (24 years) vs RLBGX (16 years). IUAIX (0.74) is less costly to investors than RLBGX (0.25). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IUAIX has a lower initial minimum investment than RLBGX: IUAIX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. IUAIX (4.16). RLBGX return over 5 years is better than : 41.65 vs. IUAIX (22.07).
IUAIXRLBGXIUAIX / RLBGX
Total Expense Ratio0.640.25256%
Annual Report Gross Expense Ratio0.740.25296%
Fund Existence24 years16 years-
Gain YTD6.9589.22875%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets461M254B0%
Annual Yield % from dividends3.092.15144%
Returns for 1 year4.1610.6439%
Returns for 3 years1.8435.965%
Returns for 5 years22.0741.6553%
Returns for 10 years16.8868.5425%
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