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ACESX vs RLBGX
ACESX vs RLBGX Comparison
Open Charts ACESX vs RLBGX
Invesco Equity and Income R
Price$11.07
Change+$0.05 (+0.45%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ACESX vs RLBGX Comparison Chart in %
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ACESX 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 ACESX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B vs. ACESX (12.6B). RLBGX pays higher dividends than ACESX: RLBGX (2.15) vs ACESX (1.64). ACESX was incepted earlier than RLBGX: ACESX (23 years) vs RLBGX (16 years). ACESX (1.03) is less costly to investors than RLBGX (0.25). ACESX is a more actively managed with annual turnover of: 139.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ACESX: RLBGX (250) vs ACESX (1000). RLBGX annual gain was more profitable for investors over the last year : 8.24 vs. ACESX (5.95). RLBGX return over 5 years is better than : 43.50 vs. ACESX (27.22).
| ACESX | RLBGX | ACESX / RLBGX | |
| Total Expense Ratio | 1.02 | 0.25 | 408% |
| Annual Report Gross Expense Ratio | 1.03 | 0.25 | 412% |
| Fund Existence | 23 years | 16 years | - |
| Gain YTD | 6.075 | 8.259 | 74% |
| Front Load | N/A | 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 | 1.64 | 2.15 | 77% |
| Returns for 1 year | 5.95 | 8.24 | 72% |
| Returns for 3 years | 15.96 | 36.31 | 44% |
| Returns for 5 years | 27.22 | 43.50 | 63% |
| Returns for 10 years | 21.17 | 68.54 | 31% |
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