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ACERX vs RLBGX
ACERX vs RLBGX Comparison
Open Charts ACERX vs RLBGX
Invesco Equity and Income C
Price$10.76
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets12.61B
American Funds American Balanced R6
Price$37.23
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets254.37B
ACERX vs RLBGX Comparison Chart in %
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ACERX vs. RLBGX commentary
Jul 28, 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 ACERX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 254B vs. ACERX (12.6B). RLBGX pays higher dividends than ACERX: RLBGX (2.15) vs ACERX (1.16). ACERX was incepted earlier than RLBGX: ACERX (32 years) vs RLBGX (16 years). ACERX (1.52) is less costly to investors than RLBGX (0.25). ACERX is a more actively managed with annual turnover of: 139.00 vs. RLBGX (44.00). RLBGX has a lower initial minimum investment than ACERX: RLBGX (250) vs ACERX (1000). RLBGX annual gain was more profitable for investors over the last year : 10.64 vs. ACERX (4.33). RLBGX return over 5 years is better than : 41.65 vs. ACERX (21.20).
| ACERX | RLBGX | ACERX / RLBGX | |
| Total Expense Ratio | 1.51 | 0.25 | 604% |
| Annual Report Gross Expense Ratio | 1.52 | 0.25 | 608% |
| Fund Existence | 32 years | 16 years | - |
| Gain YTD | 6.491 | 9.228 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 254B | 5% |
| Annual Yield % from dividends | 1.16 | 2.15 | 54% |
| Returns for 1 year | 4.33 | 10.64 | 41% |
| Returns for 3 years | 12.38 | 35.96 | 34% |
| Returns for 5 years | 21.20 | 41.65 | 51% |
| Returns for 10 years | 15.30 | 68.54 | 22% |
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