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ACEIX vs RLEFX
ACEIX vs RLEFX Comparison
Open Charts ACEIX vs RLEFX
Invesco Equity and Income A
Price$11.29
Change-$0.11 (-0.96%)
VolumeN/A
Net Assets12.75B
American Funds American Balanced R5E
Price$39.00
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets268.67B
ACEIX vs RLEFX Comparison Chart in %
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ACEIX vs. RLEFX commentary
Nov 15, 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 Buy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 269B vs. ACEIX (12.7B). RLEFX (1.89) and ACEIX (1.82) have matching dividends . 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 : 8.96 vs. ACEIX (0.13). RLEFX return over 5 years is better than : 40.71 vs. ACEIX (16.82).
| 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 | 9.840 | 14.996 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.7B | 269B | 5% |
| Annual Yield % from dividends | 1.82 | 1.89 | 97% |
| Returns for 1 year | 0.13 | 8.96 | 1% |
| Returns for 3 years | 14.28 | 43.39 | 33% |
| Returns for 5 years | 16.82 | 40.71 | 41% |
| Returns for 10 years | 30.46 | N/A | - |
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