IUASX
Price
$44.12
Change
+$0.20 (+0.46%)
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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IUASX vs RLEFX

Header iconIUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFXBanner chart's image
VY® Invesco Equity and Income S
Price$44.12
Change+$0.20 (+0.46%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IUASX vs RLEFX Comparison Chart in %
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IUASX 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 IUASX is a Buy and RLEFX is a Buy.

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FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IUASX (461M). IUASX pays higher dividends than RLEFX: IUASX (3.02) vs RLEFX (2.01). IUASX was incepted earlier than RLEFX: IUASX (24 years) vs RLEFX (10 years). IUASX (0.99) is less costly to investors than RLEFX (0.39). IUASX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IUASX has a lower initial minimum investment than RLEFX: IUASX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. IUASX (4.61). RLEFX return over 5 years is better than : 42.56 vs. IUASX (22.02).
IUASXRLEFXIUASX / RLEFX
Total Expense Ratio0.890.39228%
Annual Report Gross Expense Ratio0.990.39254%
Fund Existence24 years10 years-
Gain YTD6.0838.16475%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets461M252B0%
Annual Yield % from dividends3.022.01150%
Returns for 1 year4.618.0757%
Returns for 3 years2.0935.766%
Returns for 5 years22.0242.5652%
Returns for 10 years12.98N/A-
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