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IUAIX vs RLEFX
IUAIX vs RLEFX Comparison
Open Charts IUAIX vs RLEFX
VY® Invesco Equity and Income I
Price$45.04
Change+$0.20 (+0.45%)
VolumeN/A
Net Assets460.57M
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
IUAIX vs RLEFX Comparison Chart in %
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IUAIX vs. RLEFX 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B 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 : 10.46 vs. IUAIX (4.16). RLEFX return over 5 years is better than : 40.77 vs. IUAIX (22.07).
| 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 | 6.958 | 9.133 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 254B | 0% |
| Annual Yield % from dividends | 3.09 | 2.01 | 154% |
| Returns for 1 year | 4.16 | 10.46 | 40% |
| Returns for 3 years | 1.84 | 35.42 | 5% |
| Returns for 5 years | 22.07 | 40.77 | 54% |
| Returns for 10 years | 16.88 | N/A | - |