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ACEKX vs RLEFX
ACEKX vs RLEFX Comparison
Open Charts ACEKX vs RLEFX
Invesco Equity and Income R5
Price$10.64
Change-$0.08 (-0.75%)
VolumeN/A
Net Assets12.21B
American Funds American Balanced R5E
Price$35.60
Change-$0.31 (-0.86%)
VolumeN/A
Net Assets244.39B
ACEKX vs RLEFX Comparison Chart
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ACEKX vs. RLEFX commentary
Jun 16, 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 ACEKX is a StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 244B vs. ACEKX (12.2B). ACEKX pays higher dividends than RLEFX: ACEKX (2.24) vs RLEFX (2.09). ACEKX was incepted earlier than RLEFX: ACEKX (15 years) vs RLEFX (10 years). ACEKX (0.49) is less costly to investors than RLEFX (0.39). ACEKX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACEKX: RLEFX (250) vs ACEKX (1000000). RLEFX annual gain was more profitable for investors over the last year : 5.49 vs. ACEKX (3.37). RLEFX return over 5 years is better than : 39.46 vs. ACEKX (24.87).
| ACEKX | RLEFX | ACEKX / RLEFX | |
| Total Expense Ratio | 0.48 | 0.39 | 123% |
| Annual Report Gross Expense Ratio | 0.49 | 0.39 | 126% |
| Fund Existence | 15 years | 10 years | - |
| Gain YTD | 2.669 | 4.524 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.2B | 244B | 5% |
| Annual Yield % from dividends | 2.24 | 2.09 | 107% |
| Returns for 1 year | 3.37 | 5.49 | 61% |
| Returns for 3 years | 14.42 | 33.28 | 43% |
| Returns for 5 years | 24.87 | 39.46 | 63% |
| Returns for 10 years | 19.86 | N/A | - |
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