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IUASX vs RLBGX
IUASX vs RLBGX Comparison
Open Charts IUASX vs RLBGX
VY® Invesco Equity and Income S
Price$44.12
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IUASX vs RLBGX Comparison Chart in %
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IUASX vs. RLBGX 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 IUASX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B 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 : 8.24 vs. IUASX (4.61). RLBGX return over 5 years is better than : 43.50 vs. IUASX (22.02).
| 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 | 6.083 | 8.259 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 461M | 252B | 0% |
| Annual Yield % from dividends | 3.02 | 2.15 | 141% |
| Returns for 1 year | 4.61 | 8.24 | 56% |
| Returns for 3 years | 2.09 | 36.31 | 6% |
| Returns for 5 years | 22.02 | 43.50 | 51% |
| Returns for 10 years | 12.98 | 68.54 | 19% |
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