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ACERX vs AMEFX
ACERX vs AMEFX Comparison
Open Charts ACERX vs AMEFX
Invesco Equity and Income C
Price$10.78
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets12.88B
American Funds Income Fund of Amer F2
Price$26.20
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets139.53B
ACERX vs AMEFX Comparison Chart in %
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ACERX vs. AMEFX commentary
Dec 27, 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 ACERX is a Hold and AMEFX is a Hold.
FUNDAMENTALS
Fundamentals
AMEFX has more cash in the bank: 140B vs. ACERX (12.9B). AMEFX pays higher dividends than ACERX: AMEFX (3.69) vs ACERX (1.11). ACERX was incepted earlier than AMEFX: ACERX (33 years) vs AMEFX (17 years). ACERX (1.52) is less costly to investors than AMEFX (0.37). ACERX is a more actively managed with annual turnover of: 136.00 vs. AMEFX (65.00). AMEFX has a lower initial minimum investment than ACERX: AMEFX (250) vs ACERX (1000). AMEFX annual gain was more profitable for investors over the last year : 8.83 vs. ACERX (5.92). AMEFX return over 5 years is better than : 29.26 vs. ACERX (6.62).
| ACERX | AMEFX | ACERX / AMEFX | |
| Total Expense Ratio | 1.51 | 0.37 | 408% |
| Annual Report Gross Expense Ratio | 1.52 | 0.37 | 411% |
| Fund Existence | 33 years | 17 years | - |
| Gain YTD | 6.959 | 9.718 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.9B | 140B | 9% |
| Annual Yield % from dividends | 1.11 | 3.69 | 30% |
| Returns for 1 year | 5.92 | 8.83 | 67% |
| Returns for 3 years | 16.18 | 28.09 | 58% |
| Returns for 5 years | 6.62 | 29.26 | 23% |
| Returns for 10 years | 23.78 | 53.73 | 44% |
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