Interact to see
Advertisement
Advertisement
IUASX vs RLEFX
IUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFX
VY® Invesco Equity and Income S
Price$33.50
Change+$0.19 (+0.57%)
VolumeN/A
Net Assets462.03M
American Funds American Balanced R5E
Price$40.21
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets269.37B
IUASX vs RLEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IUASX vs. RLEFX commentary
Dec 13, 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 Hold and RLEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. IUASX (462M). IUASX pays higher dividends than RLEFX: IUASX (3.20) vs RLEFX (1.86). 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 : 10.83 vs. IUASX (-21.77). RLEFX return over 5 years is better than : 41.91 vs. IUASX (-18.47).
| IUASX | RLEFX | IUASX / RLEFX | |
| Total Expense Ratio | 0.89 | 0.39 | 228% |
| Annual Report Gross Expense Ratio | 0.99 | 0.39 | 254% |
| Fund Existence | 24 years | 10 years | - |
| Gain YTD | -19.312 | 18.443 | -105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 462M | 269B | 0% |
| Annual Yield % from dividends | 3.20 | 1.86 | 172% |
| Returns for 1 year | -21.77 | 10.83 | -201% |
| Returns for 3 years | -14.35 | 44.58 | -32% |
| Returns for 5 years | -18.47 | 41.91 | -44% |
| Returns for 10 years | -2.57 | 82.85 | -3% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement