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ACEIX vs RLEFX
ACEIX vs RLEFX Comparison
Open Charts ACEIX vs RLEFX
Invesco Equity and Income A
Price$10.97
Change+$0.05 (+0.46%)
VolumeN/A
Net Assets12.58B
American Funds American Balanced R5E
Price$36.84
Change+$0.17 (+0.46%)
VolumeN/A
Net Assets252.39B
ACEIX vs RLEFX Comparison Chart in %
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ACEIX vs. RLEFX commentary
Jul 07, 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 ACEIX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 252B vs. ACEIX (12.6B). RLEFX pays higher dividends than ACEIX: RLEFX (2.01) vs ACEIX (1.88). ACEIX was incepted earlier than RLEFX: ACEIX (65 years) vs RLEFX (10 years). ACEIX (0.78) is less costly to investors than RLEFX (0.39). ACEIX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACEIX: RLEFX (250) vs ACEIX (1000). RLEFX annual gain was more profitable for investors over the last year : 8.07 vs. ACEIX (6.06). RLEFX return over 5 years is better than : 42.56 vs. ACEIX (28.39).
| ACEIX | RLEFX | ACEIX / RLEFX | |
| Total Expense Ratio | 0.77 | 0.39 | 197% |
| Annual Report Gross Expense Ratio | 0.78 | 0.39 | 200% |
| Fund Existence | 65 years | 10 years | - |
| Gain YTD | 6.258 | 8.164 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 252B | 5% |
| Annual Yield % from dividends | 1.88 | 2.01 | 93% |
| Returns for 1 year | 6.06 | 8.07 | 75% |
| Returns for 3 years | 16.71 | 35.76 | 47% |
| Returns for 5 years | 28.39 | 42.56 | 67% |
| Returns for 10 years | 23.32 | N/A | - |