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ACERX vs RLBGX
ACERX vs RLBGX Comparison
Open Charts ACERX vs RLBGX
Invesco Equity and Income C
Price$10.35
Change-$0.08 (-0.77%)
VolumeN/A
Net Assets12.21B
American Funds American Balanced R6
Price$35.65
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ACERX vs RLBGX Comparison Chart
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ACERX 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 ACERX is a StrongBuy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 244B vs. ACERX (12.2B). RLBGX pays higher dividends than ACERX: RLBGX (2.23) vs ACERX (1.21). 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 : 5.63 vs. ACERX (2.12). RLBGX return over 5 years is better than : 40.35 vs. ACERX (18.38).
| 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 | 2.152 | 4.592 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 244B | 5% |
| Annual Yield % from dividends | 1.21 | 2.23 | 54% |
| Returns for 1 year | 2.12 | 5.63 | 38% |
| Returns for 3 years | 10.50 | 33.78 | 31% |
| Returns for 5 years | 18.38 | 40.35 | 46% |
| Returns for 10 years | 9.07 | 60.87 | 15% |
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