Interact to see
Advertisement
Advertisement
ACERX vs AMEFX
ACERX vs AMEFX Comparison
Open Charts ACERX vs AMEFX
ACERX vs AMEFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
ACERX vs. AMEFX commentary
Aug 23, 2026
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 AMEFX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 148B vs. ACERX (13.2B). AMEFX pays higher dividends than ACERX: AMEFX (3.60) vs ACERX (0.92). ACERX was incepted earlier than AMEFX: ACERX (33 years) vs AMEFX (18 years). ACERX (1.51) is less costly to investors than AMEFX (0.37). ACERX is a more actively managed with annual turnover of: 136.00 vs. AMEFX (65.00). AMEFX has a lower initial minimum investment than ACERX: AMEFX (250) vs ACERX (1000). AMEFX (9.59) and ACERX (9.48) have marching annual gain over last year. AMEFX return over 5 years is better than : 28.76 vs. ACERX (1.51).
| ACERX | AMEFX | ACERX / AMEFX | |
| Total Expense Ratio | 1.50 | 0.37 | 405% |
| Annual Report Gross Expense Ratio | 1.51 | 0.37 | 408% |
| Fund Existence | 33 years | 18 years | - |
| Gain YTD | 9.142 | 10.759 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2B | 148B | 9% |
| Annual Yield % from dividends | 0.92 | 3.60 | 26% |
| Returns for 1 year | 9.48 | 9.59 | 99% |
| Returns for 3 years | 24.13 | 43.32 | 56% |
| Returns for 5 years | 1.51 | 28.76 | 5% |
| Returns for 10 years | 28.20 | 61.65 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HFYYX | 16.35 | 0.20 | +1.24% |
| Hartford Schroders Intl Multi-Cp Val Y | |||
| VSGIX | 100.96 | 0.70 | +0.70% |
| Vanguard MStar Small Cap Growth Idx Inst | |||
| ARIQX | 10.47 | 0.07 | +0.67% |
| Aristotle Value Eq I | |||
| WHGHX | 10.41 | 0.02 | +0.19% |
| Westwood Multi-Asset Income Instl | |||
| FDAGX | 93.25 | N/A | N/A |
| Fidelity Advisor Consumer Staples A | |||