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ACETX vs RLEFX
ACETX vs RLEFX Comparison
Open Charts ACETX vs RLEFX
Invesco Equity and Income Y
Price$10.37
Change-$0.15 (-1.43%)
VolumeN/A
Net Assets12.14B
American Funds American Balanced R5E
Price$34.85
Change-$0.39 (-1.11%)
VolumeN/A
Net Assets240.4B
ACETX vs RLEFX Comparison Chart
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ACETX vs. RLEFX commentary
May 23, 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 ACETX is a Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 240B vs. ACETX (12.1B). ACETX (2.27) and RLEFX (2.17) have matching dividends . ACETX was incepted earlier than RLEFX: ACETX (20 years) vs RLEFX (10 years). ACETX (0.53) is less costly to investors than RLEFX (0.39). ACETX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACETX: RLEFX (250) vs ACETX (1000). RLEFX annual gain was more profitable for investors over the last year : 4.49 vs. ACETX (0.73). RLEFX return over 5 years is better than : 39.05 vs. ACETX (28.71).
| ACETX | RLEFX | ACETX / RLEFX | |
| Total Expense Ratio | 0.52 | 0.39 | 133% |
| Annual Report Gross Expense Ratio | 0.53 | 0.39 | 136% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 1.499 | 1.967 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.1B | 240B | 5% |
| Annual Yield % from dividends | 2.27 | 2.17 | 105% |
| Returns for 1 year | 0.73 | 4.49 | 16% |
| Returns for 3 years | 8.51 | 24.01 | 35% |
| Returns for 5 years | 28.71 | 39.05 | 74% |
| Returns for 10 years | 18.13 | N/A | - |
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