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ACERX vs RLBGX
ACERX vs RLBGX Comparison
Open Charts ACERX vs RLBGX
Invesco Equity and Income C
Price$10.69
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced R6
Price$36.90
Change+$0.18 (+0.49%)
VolumeN/A
Net Assets252.39B
ACERX vs RLBGX Comparison Chart in %
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ACERX 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 ACERX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 252B 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 : 8.24 vs. ACERX (5.16). RLBGX return over 5 years is better than : 43.50 vs. ACERX (23.18).
| 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 | 5.798 | 8.259 | 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 | 252B | 5% |
| Annual Yield % from dividends | 1.16 | 2.15 | 54% |
| Returns for 1 year | 5.16 | 8.24 | 63% |
| Returns for 3 years | 13.70 | 36.31 | 38% |
| Returns for 5 years | 23.18 | 43.50 | 53% |
| Returns for 10 years | 14.88 | 68.54 | 22% |