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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
Jul 14, 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 Hold and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. APDIX (6.72B). AEPCX pays higher dividends than APDIX: AEPCX (2.11) vs APDIX (1.61). 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 : 4.09 vs. APDIX (0.58). APDIX return over 5 years is better than : -3.47 vs. AEPCX (-9.69).
| 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 | 1.869 | 13.221 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.11 | 1.61 | 131% |
| Returns for 1 year | 4.09 | 0.58 | 711% |
| Returns for 3 years | 13.07 | 33.07 | 40% |
| Returns for 5 years | -9.69 | -3.47 | 279% |
| Returns for 10 years | 37.90 | 36.04 | 105% |
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