RLBGX vs. LCEAX
Compare and contrast key facts about American Funds American Balanced Fund Class R-6 (RLBGX) and Invesco Diversified Dividend Fund (LCEAX).
RLBGX is managed by American Funds. It was launched on Jul 26, 1975. LCEAX is managed by Invesco. It was launched on Dec 31, 2001.
Performance
RLBGX vs. LCEAX - Performance Comparison
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RLBGX vs. LCEAX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | -1.07% | 18.83% | 15.35% | 13.92% | -11.85% | 16.10% | 11.20% | 18.95% | -3.07% | 14.97% |
LCEAX Invesco Diversified Dividend Fund | 0.18% | 15.56% | 13.09% | 8.88% | -1.67% | 18.98% | 0.10% | 25.05% | -7.84% | 7.49% |
Returns By Period
In the year-to-date period, RLBGX achieves a -1.07% return, which is significantly lower than LCEAX's 0.18% return. Over the past 10 years, RLBGX has outperformed LCEAX with an annualized return of 9.52%, while LCEAX has yielded a comparatively lower 8.33% annualized return.
RLBGX
- 1D
- 1.76%
- 1M
- -4.85%
- YTD
- -1.07%
- 6M
- 2.20%
- 1Y
- 17.26%
- 3Y*
- 14.51%
- 5Y*
- 8.58%
- 10Y*
- 9.52%
LCEAX
- 1D
- 1.84%
- 1M
- -5.01%
- YTD
- 0.18%
- 6M
- 3.52%
- 1Y
- 13.89%
- 3Y*
- 12.61%
- 5Y*
- 8.88%
- 10Y*
- 8.33%
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RLBGX vs. LCEAX - Expense Ratio Comparison
RLBGX has a 0.25% expense ratio, which is lower than LCEAX's 0.81% expense ratio.
Return for Risk
RLBGX vs. LCEAX — Risk / Return Rank
RLBGX
LCEAX
RLBGX vs. LCEAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for American Funds American Balanced Fund Class R-6 (RLBGX) and Invesco Diversified Dividend Fund (LCEAX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| RLBGX | LCEAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.59 | 0.97 | +0.62 |
Sortino ratioReturn per unit of downside risk | 2.33 | 1.40 | +0.93 |
Omega ratioGain probability vs. loss probability | 1.33 | 1.21 | +0.12 |
Calmar ratioReturn relative to maximum drawdown | 2.48 | 1.30 | +1.17 |
Martin ratioReturn relative to average drawdown | 10.39 | 5.57 | +4.82 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| RLBGX | LCEAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.59 | 0.97 | +0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.83 | 0.65 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.90 | 0.54 | +0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.92 | 0.48 | +0.44 |
Correlation
The correlation between RLBGX and LCEAX is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
RLBGX vs. LCEAX - Dividend Comparison
RLBGX's dividend yield for the trailing twelve months is around 8.69%, less than LCEAX's 12.56% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RLBGX American Funds American Balanced Fund Class R-6 | 8.69% | 8.56% | 7.50% | 2.27% | 2.63% | 4.59% | 4.65% | 3.78% | 5.81% | 4.92% | 4.54% | 5.91% |
LCEAX Invesco Diversified Dividend Fund | 12.56% | 12.54% | 12.00% | 7.87% | 12.23% | 18.25% | 3.76% | 5.02% | 7.74% | 1.86% | 3.51% | 5.89% |
Drawdowns
RLBGX vs. LCEAX - Drawdown Comparison
The maximum RLBGX drawdown since its inception was -22.33%, smaller than the maximum LCEAX drawdown of -50.30%. Use the drawdown chart below to compare losses from any high point for RLBGX and LCEAX.
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Drawdown Indicators
| RLBGX | LCEAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -22.33% | -50.30% | +27.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.33% | -10.41% | +3.08% |
Max Drawdown (5Y)Largest decline over 5 years | -18.59% | -16.10% | -2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -22.33% | -36.16% | +13.83% |
Current DrawdownCurrent decline from peak | -5.34% | -5.80% | +0.46% |
Average DrawdownAverage peak-to-trough decline | -2.48% | -5.66% | +3.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.75% | 2.44% | -0.69% |
Volatility
RLBGX vs. LCEAX - Volatility Comparison
The current volatility for American Funds American Balanced Fund Class R-6 (RLBGX) is 3.86%, while Invesco Diversified Dividend Fund (LCEAX) has a volatility of 4.09%. This indicates that RLBGX experiences smaller price fluctuations and is considered to be less risky than LCEAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RLBGX | LCEAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.86% | 4.09% | -0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 6.95% | 7.53% | -0.58% |
Volatility (1Y)Calculated over the trailing 1-year period | 11.19% | 14.30% | -3.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 10.45% | 13.67% | -3.22% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 10.63% | 15.35% | -4.72% |