IVIPX
Price
$43.06
Change
+$0.18 (+0.42%)
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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IVIPX vs RLEFX

Header iconIVIPX vs RLEFX Comparison
Open Charts IVIPX vs RLEFXBanner chart's image
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.

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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).
IVIPXRLEFXIVIPX / RLEFX
Total Expense Ratio1.020.39262%
Annual Report Gross Expense Ratio1.140.39292%
Fund Existence16 years10 years-
Gain YTD5.9818.16473%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets461M252B0%
Annual Yield % from dividends2.972.01147%
Returns for 1 year4.258.0753%
Returns for 3 years1.0635.763%
Returns for 5 years20.3742.5648%
Returns for 10 years10.30N/A-
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