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AEPCX vs APHIX
AEPCX vs APHIX Comparison
Open Charts AEPCX vs APHIX
AEPCX vs APHIX Comparison Chart in %
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AEPCX vs. APHIX commentary
Jun 24, 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 APHIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. APHIX (6.72B). AEPCX pays higher dividends than APHIX: AEPCX (2.06) 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 : 9.08 vs. APHIX (4.82). APHIX return over 5 years is better than : 0.33 vs. AEPCX (-9.45).
| 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 | 3.272 | 15.868 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.72B | 2,129% |
| Annual Yield % from dividends | 2.06 | 1.66 | 124% |
| Returns for 1 year | 9.08 | 4.82 | 189% |
| Returns for 3 years | 19.46 | 40.73 | 48% |
| Returns for 5 years | -9.45 | 0.33 | -2,862% |
| Returns for 10 years | 49.26 | 47.60 | 103% |