Interact to see
Advertisement
Advertisement
AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
AEPCX vs APHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. APHIX commentary
Sep 04, 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. APHIX (6.83B). AEPCX pays higher dividends than APHIX: AEPCX (2.07) vs APHIX (1.66). AEPCX was incepted earlier than APHIX: AEPCX (25 years) vs APHIX (29 years). AEPCX (1.58) is less costly to investors than APHIX (0.96). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than APHIX: AEPCX (250) vs APHIX (1000000). AEPCX annual gain was more profitable for investors over the last year : 7.13 vs. APHIX (0.09). APHIX return over 5 years is better than : -6.19 vs. AEPCX (-8.85).
| AEPCX | APHIX | AEPCX / APHIX | |
| Total Expense Ratio | 1.58 | 0.96 | 165% |
| Annual Report Gross Expense Ratio | 1.58 | 0.96 | 165% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 6.509 | 13.972 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.07 | 1.66 | 125% |
| Returns for 1 year | 7.13 | 0.09 | 8,210% |
| Returns for 3 years | 22.58 | 35.90 | 63% |
| Returns for 5 years | -8.85 | -6.19 | 143% |
| Returns for 10 years | 38.41 | 34.95 | 110% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement