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IUASX vs RLBGX
IUASX vs RLBGX Comparison
Open Charts IUASX vs RLBGX
VY® Invesco Equity and Income S
Price$42.60
Change-$0.31 (-0.72%)
VolumeN/A
Net Assets449.69M
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
IUASX vs RLBGX Comparison Chart
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IUASX vs. RLBGX 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 IUASX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. IUASX (450M). IUASX pays higher dividends than RLBGX: IUASX (3.14) vs RLBGX (2.23). IUASX was incepted earlier than RLBGX: IUASX (24 years) vs RLBGX (16 years). IUASX (0.99) is less costly to investors than RLBGX (0.25). IUASX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IUASX has a lower initial minimum investment than RLBGX: IUASX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 5.63 vs. IUASX (1.71). RLBGX return over 5 years is better than : 40.35 vs. IUASX (17.61).
| IUASX | RLBGX | IUASX / RLBGX | |
| Total Expense Ratio | 0.89 | 0.25 | 356% |
| Annual Report Gross Expense Ratio | 0.99 | 0.25 | 396% |
| Fund Existence | 24 years | 16 years | - |
| Gain YTD | 2.428 | 4.592 | 53% |
| 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 | 3.14 | 2.23 | 141% |
| Returns for 1 year | 1.71 | 5.63 | 30% |
| Returns for 3 years | -0.77 | 33.78 | -2% |
| Returns for 5 years | 17.61 | 40.35 | 44% |
| Returns for 10 years | 7.51 | 60.87 | 12% |
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