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AEPCX vs APDIX
AEPCX vs APDIX Comparison
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AEPCX vs APDIX Comparison Chart in %
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AEPCX vs. APDIX commentary
Aug 23, 2026
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 AEPCX is a StrongBuy and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. APDIX (6.83B). AEPCX pays higher dividends than APDIX: AEPCX (2.13) vs APDIX (1.59). AEPCX was incepted earlier than APDIX: AEPCX (25 years) vs APDIX (11 years). AEPCX (1.58) is less costly to investors than APDIX (1.05). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than APDIX: AEPCX (250) vs APDIX (250000). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. APDIX (-0.85). AEPCX (-3.27) and APDIX (-3.37) have equivalent 5 years return.
| AEPCX | APDIX | AEPCX / APDIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.05 | 150% |
| Fund Existence | 25 years | 11 years | - |
| Gain YTD | 7.184 | 14.772 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.13 | 1.59 | 134% |
| Returns for 1 year | 7.17 | -0.85 | -846% |
| Returns for 3 years | 26.10 | 38.81 | 67% |
| Returns for 5 years | -3.27 | -3.37 | 97% |
| Returns for 10 years | 40.04 | 34.21 | 117% |
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