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IUAIX vs RLEFX
IUAIX vs RLEFX Comparison
Open Charts IUAIX vs RLEFX
VY® Invesco Equity and Income I
Price$43.17
Change-$0.33 (-0.76%)
VolumeN/A
Net Assets449.69M
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IUAIX vs RLEFX Comparison Chart
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IUAIX vs. RLEFX 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 IUAIX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. IUAIX (450M). IUAIX pays higher dividends than RLEFX: IUAIX (3.22) vs RLEFX (2.09). IUAIX was incepted earlier than RLEFX: IUAIX (24 years) vs RLEFX (10 years). IUAIX (0.74) is less costly to investors than RLEFX (0.39). IUAIX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IUAIX has a lower initial minimum investment than RLEFX: IUAIX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. IUAIX (2.02). RLEFX return over 5 years is better than : 39.46 vs. IUAIX (19.50).
| IUAIX | RLEFX | IUAIX / RLEFX | |
| Total Expense Ratio | 0.64 | 0.39 | 164% |
| Annual Report Gross Expense Ratio | 0.74 | 0.39 | 190% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | 2.517 | 4.524 | 56% |
| 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 | 3.22 | 2.09 | 154% |
| Returns for 1 year | 2.02 | 5.49 | 37% |
| Returns for 3 years | 0.27 | 33.28 | 1% |
| Returns for 5 years | 19.50 | 39.46 | 49% |
| Returns for 10 years | 10.87 | N/A | - |
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