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ACESX vs RLEFX
ACESX vs RLEFX Comparison
Open Charts ACESX vs RLEFX
Invesco Equity and Income R
Price$10.62
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets12.13B
American Funds American Balanced R5E
Price$35.74
Change-$0.03 (-0.08%)
VolumeN/A
Net Assets243.73B
ACESX vs RLEFX Comparison Chart
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ACESX vs. RLEFX commentary
Jun 06, 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 ACESX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. ACESX (12.1B). RLEFX pays higher dividends than ACESX: RLEFX (2.09) vs ACESX (1.70). ACESX was incepted earlier than RLEFX: ACESX (23 years) vs RLEFX (10 years). ACESX (1.03) is less costly to investors than RLEFX (0.39). ACESX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACESX: RLEFX (250) vs ACESX (1000). RLEFX annual gain was more profitable for investors over the last year : 7.16 vs. ACESX (1.75). RLEFX return over 5 years is better than : 35.68 vs. ACESX (14.59).
| ACESX | RLEFX | ACESX / RLEFX | |
| Total Expense Ratio | 1.02 | 0.39 | 262% |
| Annual Report Gross Expense Ratio | 1.03 | 0.39 | 264% |
| Fund Existence | 23 years | 10 years | - |
| Gain YTD | 1.455 | 4.659 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 244B | 5% |
| Annual Yield % from dividends | 1.70 | 2.09 | 82% |
| Returns for 1 year | 1.75 | 7.16 | 24% |
| Returns for 3 years | 4.08 | 23.58 | 17% |
| Returns for 5 years | 14.59 | 35.68 | 41% |
| Returns for 10 years | 14.91 | N/A | - |
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