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ACERX vs AMEFX
ACERX vs AMEFX Comparison
Open Charts ACERX vs AMEFX
Invesco Equity and Income C
Price$10.60
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets12.41B
American Funds Income Fund of Amer F2
Price$26.74
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets134.7B
ACERX vs AMEFX Comparison Chart in %
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ACERX vs. AMEFX commentary
Aug 08, 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 Buy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 135B vs. ACERX (12.4B). AMEFX pays higher dividends than ACERX: AMEFX (3.88) vs ACERX (1.16). 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 : 14.48 vs. ACERX (5.40). AMEFX return over 5 years is better than : 38.64 vs. ACERX (16.87).
| 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 | 5.007 | 11.237 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.4B | 135B | 9% |
| Annual Yield % from dividends | 1.16 | 3.88 | 30% |
| Returns for 1 year | 5.40 | 14.48 | 37% |
| Returns for 3 years | 7.99 | 24.17 | 33% |
| Returns for 5 years | 16.87 | 38.64 | 44% |
| Returns for 10 years | 12.48 | 49.62 | 25% |
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