Interact to see
Advertisement
Advertisement
IUASX vs RLBGX
IUASX vs RLBGX Comparison
Open Charts IUASX vs RLBGX
VY® Invesco Equity and Income S
Price$44.42
Change+$0.19 (+0.43%)
VolumeN/A
Net Assets460.57M
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
IUASX vs RLBGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUASX vs. RLBGX 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 IUASX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. IUASX (461M). IUASX pays higher dividends than RLBGX: IUASX (3.02) vs RLBGX (2.15). 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 : 10.64 vs. IUASX (3.80). RLBGX return over 5 years is better than : 41.65 vs. IUASX (20.13).
| 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 | 6.805 | 9.228 | 74% |
| 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 | 3.02 | 2.15 | 141% |
| Returns for 1 year | 3.80 | 10.64 | 36% |
| Returns for 3 years | 0.78 | 35.96 | 2% |
| Returns for 5 years | 20.13 | 41.65 | 48% |
| Returns for 10 years | 13.31 | 68.54 | 19% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement