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ACEIX vs RLBGX
ACEIX vs RLBGX Comparison
Open Charts ACEIX vs RLBGX
Invesco Equity and Income A
Price$10.97
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ACEIX vs RLBGX Comparison Chart in %
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ACEIX vs. RLBGX commentary
Jul 07, 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 StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. ACEIX (12.6B). RLBGX pays higher dividends than ACEIX: RLBGX (2.15) vs ACEIX (1.88). 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 : 8.24 vs. ACEIX (6.06). RLBGX return over 5 years is better than : 43.50 vs. ACEIX (28.39).
| 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 | 6.258 | 8.259 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 1.88 | 2.15 | 88% |
| Returns for 1 year | 6.06 | 8.24 | 73% |
| Returns for 3 years | 16.71 | 36.31 | 46% |
| Returns for 5 years | 28.39 | 43.50 | 65% |
| Returns for 10 years | 23.32 | 68.54 | 34% |
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