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ACERX vs RLEFX
ACERX vs RLEFX Comparison
Open Charts ACERX vs RLEFX
Invesco Equity and Income C
Price$10.76
Change+$0.05 (+0.47%)
VolumeN/A
Net Assets12.61B
American Funds American Balanced R5E
Price$37.17
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
ACERX vs RLEFX Comparison Chart in %
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ACERX vs. RLEFX commentary
Jul 28, 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 StrongBuy and RLEFX is a Buy.
FUNDAMENTALS
Fundamentals
RLEFX has more cash in the bank: 254B vs. ACERX (12.6B). RLEFX pays higher dividends than ACERX: RLEFX (2.01) vs ACERX (1.16). ACERX was incepted earlier than RLEFX: ACERX (32 years) vs RLEFX (10 years). ACERX (1.52) is less costly to investors than RLEFX (0.39). ACERX is a more actively managed with annual turnover of: 139.00 vs. RLEFX (44.00). RLEFX has a lower initial minimum investment than ACERX: RLEFX (250) vs ACERX (1000). RLEFX annual gain was more profitable for investors over the last year : 10.46 vs. ACERX (4.33). RLEFX return over 5 years is better than : 40.77 vs. ACERX (21.20).
| ACERX | RLEFX | ACERX / RLEFX | |
| Total Expense Ratio | 1.51 | 0.39 | 387% |
| Annual Report Gross Expense Ratio | 1.52 | 0.39 | 390% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | 6.491 | 9.133 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 12.6B | 254B | 5% |
| Annual Yield % from dividends | 1.16 | 2.01 | 58% |
| Returns for 1 year | 4.33 | 10.46 | 41% |
| Returns for 3 years | 12.38 | 35.42 | 35% |
| Returns for 5 years | 21.20 | 40.77 | 52% |
| Returns for 10 years | 15.30 | N/A | - |
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