Interact to see
Advertisement
Advertisement
ACERX vs RLEFX
ACERX vs RLEFX Comparison
Open Charts ACERX vs RLEFX
Invesco Equity and Income C
Price$10.35
Change-$0.08 (-0.77%)
VolumeN/A
Net Assets12.3B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets246.53B
ACERX vs RLEFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
ACERX vs. RLEFX commentary
Jun 14, 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 RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 247B vs. ACERX (12.3B). RLEFX pays higher dividends than ACERX: RLEFX (2.09) vs ACERX (1.21). ACERX was incepted earlier than RLEFX: ACERX (32 years) vs RLEFX (10 years). ACERX (1.52) is less costly to investors than RLEFX (0.39). ACERX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACERX: RLEFX (250) vs ACERX (1000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. ACERX (2.91). RLEFX return over 5 years is better than : 39.46 vs. ACERX (19.30).
| ACERX | RLEFX | ACERX / RLEFX | |
| Total Expense Ratio | 1.51 | 0.39 | 387% |
| Annual Report Gross Expense Ratio | 1.52 | 0.39 | 390% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 2.941 | 4.524 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.3B | 247B | 5% |
| Annual Yield % from dividends | 1.21 | 2.09 | 58% |
| Returns for 1 year | 2.91 | 5.49 | 53% |
| Returns for 3 years | 11.35 | 33.28 | 34% |
| Returns for 5 years | 19.30 | 39.46 | 49% |
| Returns for 10 years | 9.91 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement