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IVIPX vs RLBGX
IVIPX vs RLBGX Comparison
Open Charts IVIPX vs RLBGX
VY® Invesco Equity and Income S2
Price$43.06
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
IVIPX vs RLBGX Comparison Chart in %
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IVIPX 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 IVIPX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. IVIPX (461M). IVIPX pays higher dividends than RLBGX: IVIPX (2.97) vs RLBGX (2.15). IVIPX was incepted earlier than RLBGX: IVIPX (16 years) vs RLBGX (16 years). IVIPX (1.14) is less costly to investors than RLBGX (0.25). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RLBGX (44.00). IVIPX has a lower initial minimum investment than RLBGX: IVIPX (0) vs RLBGX (250). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. IVIPX (4.25). RLBGX return over 5 years is better than : 43.50 vs. IVIPX (20.37).
| IVIPX | RLBGX | IVIPX / RLBGX | |
| Total Expense Ratio | 1.02 | 0.25 | 408% |
| Annual Report Gross Expense Ratio | 1.14 | 0.25 | 456% |
| Fund Existence | 16 years | 16 years | - |
| Gain YTD | 5.981 | 8.259 | 72% |
| 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 | 2.97 | 2.15 | 138% |
| Returns for 1 year | 4.25 | 8.24 | 52% |
| Returns for 3 years | 1.06 | 36.31 | 3% |
| Returns for 5 years | 20.37 | 43.50 | 47% |
| Returns for 10 years | 10.30 | 68.54 | 15% |
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