Invesco Equity and Income Fund (ACEIX) Alternatives
Invesco Equity and Income Fund (ACEIX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ACEIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ACEIX
ACEIX charges 0.78% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ACEIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ACEIX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ACEIX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ACEIX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ACEIX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ACEIX vs BWBIX |
Best Risk-Adjusted Alternatives to ACEIX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ACEIX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ACEIX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ACEIX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ACEIX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ACEIX vs PMAIX |
Top Performing ACEIX Alternatives (YTD)
ACEIX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ACEIX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ACEIX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ACEIX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ACEIX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ACEIX vs CONWX |
Lowest Volatility Alternatives to ACEIX
ACEIX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ACEIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ACEIX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ACEIX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ACEIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ACEIX vs SICIX |
Lowest Drawdown Alternatives to ACEIX
ACEIX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ACEIX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ACEIX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ACEIX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ACEIX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ACEIX vs SICIX |
Other Mutual Funds from Invesco
Most popular Invesco mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Invesco Nasdaq 100 Index Fund | Large Cap Growth Equities | 48 | -8.99% | Oct 13, 2020 | ACEIX vs IVNQX | |
| Invesco Equally-Weighted S&P 500 Fund Class A | Large Cap Blend Equities | 28 | -1.47% | — | ACEIX vs VADAX | |
| Invesco American Franchise Fund Class A | Large Cap Growth Equities | 16 | -13.54% | Jun 23, 2005 | ACEIX vs VAFAX | |
| Invesco Gold & Special Minerals Fund | Precious Metals | 92 | 0.44% | Jul 18, 1983 | ACEIX vs OPGSX | |
| Invesco Comstock Fund | Large Cap Value Equities | 36 | -2.22% | Oct 7, 1968 | ACEIX vs ACSTX | |
| Invesco Global Fund | Global Equities | 9 | -13.35% | Dec 21, 1969 | ACEIX vs OPPAX | |
| Invesco Main Street Fund | Large Cap Blend Equities | 20 | -9.61% | Feb 3, 1988 | ACEIX vs MSIGX | |
| Invesco Equally-Weighted S&P 500 Fund | S&P 500 | 29 | -1.41% | Jul 28, 1997 | ACEIX vs VADDX | |
| Invesco Value Opportunities Fund | Mid Cap Value Equities | 76 | 3.20% | Jun 25, 2001 | ACEIX vs VVOAX | |
| Invesco Small Cap Value Fund | Small Cap Value Equities | 71 | 6.56% | Jun 21, 1999 | ACEIX vs VSCAX |
Often Compared With ACEIX
What investors most often compare with ACEIX, based on PortfoliosLab usage data.
Compare ACEIX with Any Fund or Stock
Compare ACEIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.