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AMEFX vs MOERX
AMEFX vs MOERX Comparison
Open Charts AMEFX vs MOERX
American Funds Income Fund of Amer F2
Price$26.21
Change+$0.05 (+0.19%)
VolumeN/A
Net Assets131.61B
NYLI Growth ETF Allocation Class R3
Price$14.43
Change+$0.05 (+0.35%)
VolumeN/A
Net Assets143.42M
AMEFX vs MOERX Comparison Chart
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AMEFX vs. MOERX commentary
Jun 04, 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 AMEFX is a Buy and MOERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 132B vs. MOERX (143M). AMEFX pays higher dividends than MOERX: AMEFX (3.95) vs MOERX (1.55). AMEFX was incepted earlier than MOERX: AMEFX (17 years) vs MOERX (5 years). MOERX (1.22) is less costly to investors than AMEFX (0.37). AMEFX is a more actively managed with annual turnover of: 92.00 vs. MOERX (64.00). MOERX has a lower initial minimum investment than AMEFX: MOERX (0) vs AMEFX (250). AMEFX annual gain was more profitable for investors over the last year : 12.98 vs. MOERX (7.76).
| AMEFX | MOERX | AMEFX / MOERX | |
| Total Expense Ratio | 0.37 | 1.22 | 30% |
| Annual Report Gross Expense Ratio | 0.37 | 1.22 | 30% |
| Fund Existence | 17 years | 5 years | - |
| Gain YTD | 8.276 | 3.071 | 269% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 132B | 143M | 92,308% |
| Annual Yield % from dividends | 3.95 | 1.55 | 255% |
| Returns for 1 year | 12.98 | 7.76 | 167% |
| Returns for 3 years | 16.47 | 25.97 | 63% |
| Returns for 5 years | 39.19 | N/A | - |
| Returns for 10 years | 43.84 | N/A | - |