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AEPCX vs APDIX
AEPCX vs APDIX Comparison
Open Charts AEPCX vs APDIX
AEPCX vs APDIX Comparison Chart in %
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AEPCX vs. APDIX commentary
Sep 13, 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 Buy and APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. APDIX (6.8B). AEPCX pays higher dividends than APDIX: AEPCX (2.07) vs APDIX (1.61). AEPCX was incepted earlier than APDIX: AEPCX (26 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 : 3.15 vs. APDIX (-4.36). APDIX return over 5 years is better than : -5.98 vs. AEPCX (-8.48).
| AEPCX | APDIX | AEPCX / APDIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.05 | 150% |
| Fund Existence | 26 years | 11 years | - |
| Gain YTD | 6.041 | 12.546 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.8B | 2,058% |
| Annual Yield % from dividends | 2.07 | 1.61 | 129% |
| Returns for 1 year | 3.15 | -4.36 | -72% |
| Returns for 3 years | 24.32 | 34.01 | 72% |
| Returns for 5 years | -8.48 | -5.98 | 142% |
| Returns for 10 years | 40.12 | 34.54 | 116% |
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