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IUASX vs RLEFX
IUASX vs RLEFX Comparison
Open Charts IUASX vs RLEFX
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.
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).
| 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 | 6.083 | 8.164 | 75% |
| 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 | 2.01 | 150% |
| Returns for 1 year | 4.61 | 8.07 | 57% |
| Returns for 3 years | 2.09 | 35.76 | 6% |
| Returns for 5 years | 22.02 | 42.56 | 52% |
| Returns for 10 years | 12.98 | N/A | - |