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ACEKX vs RLBGX
ACEKX vs RLBGX Comparison
Open Charts ACEKX vs RLBGX
Invesco Equity and Income R5
Price$10.64
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets12.21B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ACEKX vs RLBGX Comparison Chart
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ACEKX vs. RLBGX commentary
Jun 16, 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: 244B vs. ACEKX (12.2B). ACEKX (2.24) and RLBGX (2.23) 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 : 5.63 vs. ACEKX (3.37). RLBGX return over 5 years is better than : 40.35 vs. ACEKX (24.87).
| 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 | 2.669 | 4.592 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 244B | 5% |
| Annual Yield % from dividends | 2.24 | 2.23 | 100% |
| Returns for 1 year | 3.37 | 5.63 | 60% |
| Returns for 3 years | 14.42 | 33.78 | 43% |
| Returns for 5 years | 24.87 | 40.35 | 62% |
| Returns for 10 years | 19.86 | 60.87 | 33% |
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