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ACERX vs AMEFX
ACERX vs AMEFX Comparison
Open Charts ACERX vs AMEFX
Invesco Equity and Income C
Price$9.28
Change-$0.08 (-0.85%)
VolumeN/A
Net Assets12.19B
American Funds Income Fund of Amer F2
Price$23.39
Change-$0.18 (-0.76%)
VolumeN/A
Net Assets119.19B
ACERX vs AMEFX Comparison Chart
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ACERX vs. AMEFX commentary
Apr 10, 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 Hold and AMEFX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 119B vs. ACERX (12.2B). AMEFX pays higher dividends than ACERX: AMEFX (4.05) vs ACERX (1.22). ACERX was incepted earlier than AMEFX: ACERX (32 years) vs AMEFX (17 years). ACERX (1.52) is less costly to investors than AMEFX (0.37). ACERX is a more actively managed with annual turnover of: 139.00 vs. AMEFX (92.00). AMEFX has a lower initial minimum investment than ACERX: AMEFX (250) vs ACERX (1000). AMEFX annual gain was more profitable for investors over the last year : 1.45 vs. ACERX (-8.71). AMEFX return over 5 years is better than : 31.94 vs. ACERX (14.30).
| ACERX | AMEFX | ACERX / AMEFX | |
| Total Expense Ratio | 1.51 | 0.37 | 408% |
| Annual Report Gross Expense Ratio | 1.52 | 0.37 | 411% |
| Fund Existence | 32 years | 17 years | - |
| Gain YTD | -7.619 | -3.373 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 119B | 10% |
| Annual Yield % from dividends | 1.22 | 4.05 | 30% |
| Returns for 1 year | -8.71 | 1.45 | -599% |
| Returns for 3 years | -10.64 | 1.08 | -986% |
| Returns for 5 years | 14.30 | 31.94 | 45% |
| Returns for 10 years | -0.70 | 26.49 | -3% |