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ACEIX vs RLBGX
ACEIX vs RLBGX Comparison
Open Charts ACEIX vs RLBGX
Invesco Equity and Income A
Price$10.68
Change+$0.02 (+0.19%)
VolumeN/A
Net Assets12.23B
American Funds American Balanced R6
Price$35.69
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets244.69B
ACEIX vs RLBGX Comparison Chart in %
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ACEIX vs. RLBGX commentary
Jun 19, 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: 245B vs. ACEIX (12.2B). RLBGX pays higher dividends than ACEIX: RLBGX (2.23) vs ACEIX (1.95). 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). ACEIX is a more actively managed with annual turnover of: 139.00 vs. RLBGX (44.00). 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 : 4.81 vs. ACEIX (3.17). RLBGX return over 5 years is better than : 39.64 vs. ACEIX (23.00).
| 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 | 2.784 | 4.709 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 245B | 5% |
| Annual Yield % from dividends | 1.95 | 2.23 | 88% |
| Returns for 1 year | 3.17 | 4.81 | 66% |
| Returns for 3 years | 15.59 | 35.51 | 44% |
| Returns for 5 years | 23.00 | 39.64 | 58% |
| Returns for 10 years | 17.48 | 60.86 | 29% |