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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
Aug 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 Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. APHIX (6.83B). AEPCX pays higher dividends than APHIX: AEPCX (2.13) vs APHIX (1.65). 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 : 5.97 vs. APHIX (0.44). APHIX return over 5 years is better than : -1.56 vs. AEPCX (-6.68).
| 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 | 6.595 | 16.933 | 39% |
| 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 | 2.13 | 1.65 | 129% |
| Returns for 1 year | 5.97 | 0.44 | 1,354% |
| Returns for 3 years | 21.89 | 38.80 | 56% |
| Returns for 5 years | -6.68 | -1.56 | 428% |
| Returns for 10 years | 39.24 | 38.94 | 101% |
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