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IVIPX vs RLEFX
IVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFX
VY® Invesco Equity and Income S2
Price$43.06
Change+$0.18 (+0.42%)
VolumeN/A
Net Assets460.98M
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
IVIPX vs RLEFX Comparison Chart in %
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IVIPX 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 IVIPX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. IVIPX (461M). IVIPX pays higher dividends than RLEFX: IVIPX (2.97) vs RLEFX (2.01). IVIPX was incepted earlier than RLEFX: IVIPX (16 years) vs RLEFX (10 years). IVIPX (1.14) is less costly to investors than RLEFX (0.39). IVIPX is a more actively managed with annual turnover of: 125.00 vs. RLEFX (44.00). IVIPX has a lower initial minimum investment than RLEFX: IVIPX (0) vs RLEFX (250). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. IVIPX (4.25). RLEFX return over 5 years is better than : 42.56 vs. IVIPX (20.37).
| IVIPX | RLEFX | IVIPX / RLEFX | |
| Total Expense Ratio | 1.02 | 0.39 | 262% |
| Annual Report Gross Expense Ratio | 1.14 | 0.39 | 292% |
| Fund Existence | 16 years | 10 years | - |
| Gain YTD | 5.981 | 8.164 | 73% |
| 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 | 2.01 | 147% |
| Returns for 1 year | 4.25 | 8.07 | 53% |
| Returns for 3 years | 1.06 | 35.76 | 3% |
| Returns for 5 years | 20.37 | 42.56 | 48% |
| Returns for 10 years | 10.30 | N/A | - |
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