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ACEIX vs RLEFX
ACEIX vs RLEFX Comparison
Open Charts ACEIX vs RLEFX
Invesco Equity and Income A
Price$10.03
Change+$0.11 (+1.11%)
VolumeN/A
Net Assets11.53B
American Funds American Balanced R5E
Price$33.67
Change+$0.43 (+1.29%)
VolumeN/A
Net Assets226.9B
ACEIX vs RLEFX Comparison Chart
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ACEIX vs. RLEFX commentary
Apr 25, 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 ACEIX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 227B vs. ACEIX (11.5B). RLEFX pays higher dividends than ACEIX: RLEFX (2.16) vs ACEIX (1.96). ACEIX was incepted earlier than RLEFX: ACEIX (65 years) vs RLEFX (9 years). ACEIX (0.78) is less costly to investors than RLEFX (0.40). RLEFX is a more actively managed with annual turnover of: 171.00 vs. ACEIX (139.00). RLEFX has a lower initial minimum investment than ACEIX: RLEFX (250) vs ACEIX (1000). RLEFX annual gain was more profitable for investors over the last year : 4.35 vs. ACEIX (-3.54). RLEFX return over 5 years is better than : 36.87 vs. ACEIX (23.58).
| ACEIX | RLEFX | ACEIX / RLEFX | |
| Total Expense Ratio | 0.77 | 0.40 | 193% |
| Annual Report Gross Expense Ratio | 0.78 | 0.40 | 195% |
| Fund Existence | 65 years | 9 years | - |
| Gain YTD | -4.351 | -1.485 | 293% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 11.5B | 227B | 5% |
| Annual Yield % from dividends | 1.96 | 2.16 | 91% |
| Returns for 1 year | -3.54 | 4.35 | -81% |
| Returns for 3 years | -2.67 | 14.97 | -18% |
| Returns for 5 years | 23.58 | 36.87 | 64% |
| Returns for 10 years | 10.18 | N/A | - |
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