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ACEIX vs RLBGX
ACEIX vs RLBGX Comparison
Open Charts ACEIX vs RLBGX
Invesco Equity and Income A
Price$10.03
Change+$0.11 (+1.11%)
VolumeN/A
Net Assets11.53B
American Funds American Balanced R6
Price$33.73
Change+$0.44 (+1.32%)
VolumeN/A
Net Assets226.9B
ACEIX vs RLBGX Comparison Chart
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ACEIX vs. RLBGX commentary
Apr 25, 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 ACEIX is a Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 227B vs. ACEIX (11.5B). RLBGX pays higher dividends than ACEIX: RLBGX (2.31) vs ACEIX (1.96). ACEIX was incepted earlier than RLBGX: ACEIX (65 years) vs RLBGX (16 years). ACEIX (0.78) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. ACEIX (139.00). RLBGX has a lower initial minimum investment than ACEIX: RLBGX (250) vs ACEIX (1000). RLBGX annual gain was more profitable for investors over the last year : 4.54 vs. ACEIX (-3.54). RLBGX return over 5 years is better than : 37.73 vs. ACEIX (23.58).
| ACEIX | RLBGX | ACEIX / RLBGX | |
| Total Expense Ratio | 0.77 | 0.25 | 308% |
| Annual Report Gross Expense Ratio | 0.78 | 0.25 | 312% |
| Fund Existence | 65 years | 16 years | - |
| Gain YTD | -4.351 | -1.417 | 307% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 227B | 5% |
| Annual Yield % from dividends | 1.96 | 2.31 | 85% |
| Returns for 1 year | -3.54 | 4.54 | -78% |
| Returns for 3 years | -2.67 | 15.43 | -17% |
| Returns for 5 years | 23.58 | 37.73 | 62% |
| Returns for 10 years | 10.18 | 50.06 | 20% |
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