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ACERX vs RLBGX
ACERX vs RLBGX Comparison
Open Charts ACERX vs RLBGX
Invesco Equity and Income C
Price$9.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets11.64B
American Funds American Balanced R6
Price$33.85
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets230.79B
ACERX vs RLBGX Comparison Chart
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ACERX vs. RLBGX commentary
Apr 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 Buy and RLBGX is a Buy.
FUNDAMENTALS
Fundamentals
RLBGX has more cash in the bank: 231B vs. ACERX (11.6B). RLBGX pays higher dividends than ACERX: RLBGX (2.31) vs ACERX (1.22). 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). RLBGX is a more actively managed with annual turnover of: 171.00 vs. ACERX (139.00). 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 : 5.23 vs. ACERX (-2.94). RLBGX return over 5 years is better than : 38.22 vs. ACERX (20.14).
| 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 | -3.573 | -1.066 | 335% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.6B | 231B | 5% |
| Annual Yield % from dividends | 1.22 | 2.31 | 53% |
| Returns for 1 year | -2.94 | 5.23 | -56% |
| Returns for 3 years | -2.80 | 17.43 | -16% |
| Returns for 5 years | 20.14 | 38.22 | 53% |
| Returns for 10 years | 3.65 | 50.42 | 7% |
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