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ACEKX vs RLBGX
ACEKX vs RLBGX Comparison
Open Charts ACEKX vs RLBGX
Invesco Equity and Income R5
Price$9.80
Change+$0.01 (+0.10%)
VolumeN/A
Net Assets11.4B
American Funds American Balanced R6
Price$32.98
Change-$0.09 (-0.27%)
VolumeN/A
Net Assets225.48B
ACEKX vs RLBGX Comparison Chart
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ACEKX vs. RLBGX commentary
Apr 18, 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 ACEKX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 225B vs. ACEKX (11.4B). RLBGX (2.31) and ACEKX (2.25) have matching dividends . ACEKX was incepted earlier than RLBGX: ACEKX (15 years) vs RLBGX (16 years). ACEKX (0.49) is less costly to investors than RLBGX (0.25). RLBGX is a more actively managed with annual turnover of: 171.00 vs. ACEKX (139.00). RLBGX has a lower initial minimum investment than ACEKX: RLBGX (250) vs ACEKX (1000000). RLBGX annual gain was more profitable for investors over the last year : 2.93 vs. ACEKX (-3.14). RLBGX return over 5 years is better than : 33.62 vs. ACEKX (22.76).
| ACEKX | RLBGX | ACEKX / RLBGX | |
| Total Expense Ratio | 0.48 | 0.25 | 192% |
| Annual Report Gross Expense Ratio | 0.49 | 0.25 | 196% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | -5.533 | -3.609 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.4B | 225B | 5% |
| Annual Yield % from dividends | 2.25 | 2.31 | 97% |
| Returns for 1 year | -3.14 | 2.93 | -107% |
| Returns for 3 years | -5.02 | 10.85 | -46% |
| Returns for 5 years | 22.76 | 33.62 | 68% |
| Returns for 10 years | 11.45 | 47.31 | 24% |
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