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ACEKX vs RLBGX
ACEKX vs RLBGX Comparison
Open Charts ACEKX vs RLBGX
Invesco Equity and Income R5
Price$10.25
Change+$0.02 (+0.20%)
VolumeN/A
Net Assets11.86B
American Funds American Balanced R6
Price$34.37
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets234.12B
ACEKX vs RLBGX Comparison Chart
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ACEKX vs. RLBGX commentary
May 12, 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 234B vs. ACEKX (11.9B). RLBGX (2.31) and ACEKX (2.31) 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). ACEKX is a more actively managed with annual turnover of: 139.00 vs. RLBGX (44.00). 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 : 4.56 vs. ACEKX (-1.17). RLBGX return over 5 years is better than : 38.58 vs. ACEKX (26.08).
| 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 | -1.095 | 0.454 | -241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.9B | 234B | 5% |
| Annual Yield % from dividends | 2.31 | 2.31 | 100% |
| Returns for 1 year | -1.17 | 4.56 | -26% |
| Returns for 3 years | 5.77 | 22.52 | 26% |
| Returns for 5 years | 26.08 | 38.58 | 68% |
| Returns for 10 years | 16.79 | 53.83 | 31% |
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