IUAIX
Price
$44.72
Change
+$0.19 (+0.43%)
Updated
Jul 3 closing price
Net Assets
460.98M
RLEFX
Price
$36.84
Change
+$0.17 (+0.46%)
Updated
Jul 3 closing price
Net Assets
252.39B
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IUAIX vs RLEFX

Header iconIUAIX vs RLEFX Comparison
Open Charts IUAIX vs RLEFXBanner chart's image
VY® Invesco Equity and Income I
Price$44.72
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IUAIX vs RLEFX Comparison Chart in %
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IUAIX vs. RLEFX 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 RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IUAIX (461M). IUAIX pays higher dividends than RLEFX: IUAIX (3.09) vs RLEFX (2.01). 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 : 8.07 vs. IUAIX (4.94). RLEFX return over 5 years is better than : 42.56 vs. IUAIX (23.95).
IUAIXRLEFXIUAIX / RLEFX
Total Expense Ratio0.640.39164%
Annual Report Gross Expense Ratio0.740.39190%
Fund Existence24 years10 years-
Gain YTD6.1988.16476%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets461M252B0%
Annual Yield % from dividends3.092.01154%
Returns for 1 year4.948.0761%
Returns for 3 years3.1635.769%
Returns for 5 years23.9542.5656%
Returns for 10 years16.49N/A-
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