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IUAIX vs RLBGX
IUAIX vs RLBGX Comparison
Open Charts IUAIX vs RLBGX
VY® Invesco Equity and Income I
Price$44.72
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IUAIX vs RLBGX Comparison Chart in %
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IUAIX vs. RLBGX commentary
Jul 07, 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.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B 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 : 8.24 vs. IUAIX (4.94). RLBGX return over 5 years is better than : 43.50 vs. IUAIX (23.95).
| IUAIX | RLBGX | IUAIX / RLBGX | |
| Total Expense Ratio | 0.64 | 0.25 | 256% |
| Annual Report Gross Expense Ratio | 0.74 | 0.25 | 296% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 6.198 | 8.259 | 75% |
| 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 | 3.09 | 2.15 | 144% |
| Returns for 1 year | 4.94 | 8.24 | 60% |
| Returns for 3 years | 3.16 | 36.31 | 9% |
| Returns for 5 years | 23.95 | 43.50 | 55% |
| Returns for 10 years | 16.49 | 68.54 | 24% |
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