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ACEKX vs RLBGX
ACEKX vs RLBGX Comparison
Open Charts ACEKX vs RLBGX
Invesco Equity and Income R5
Price$10.99
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.51B
American Funds American Balanced R6
Price$36.96
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets252.76B
ACEKX vs RLBGX Comparison Chart in %
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ACEKX vs. RLBGX commentary
Jul 23, 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: 253B vs. ACEKX (12.5B). ACEKX (2.15) and RLBGX (2.15) 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 : 8.73 vs. ACEKX (4.58). RLBGX return over 5 years is better than : 39.62 vs. ACEKX (25.50).
| 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 | 6.123 | 8.494 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.5B | 253B | 5% |
| Annual Yield % from dividends | 2.15 | 2.15 | 100% |
| Returns for 1 year | 4.58 | 8.73 | 53% |
| Returns for 3 years | 14.78 | 34.64 | 43% |
| Returns for 5 years | 25.50 | 39.62 | 64% |
| Returns for 10 years | 25.87 | 67.88 | 38% |
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