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AEPCX vs ARTIX
AEPCX vs ARTIX Comparison
Open Charts AEPCX vs ARTIX
AEPCX vs ARTIX Comparison Chart in %
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AEPCX vs. ARTIX commentary
Aug 03, 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 ARTIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. ARTIX (6.72B). AEPCX pays higher dividends than ARTIX: AEPCX (2.13) vs ARTIX (1.47). AEPCX was incepted earlier than ARTIX: AEPCX (25 years) vs ARTIX (31 years). AEPCX (1.58) is less costly to investors than ARTIX (1.19). ARTIX is a more actively managed with annual turnover of: 111.26 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than ARTIX: AEPCX (250) vs ARTIX (1000). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. ARTIX (1.16). ARTIX return over 5 years is better than : -2.35 vs. AEPCX (-7.30).
| AEPCX | ARTIX | AEPCX / ARTIX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.19 | 133% |
| Fund Existence | 25 years | 31 years | - |
| Gain YTD | 3.168 | 15.338 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.13 | 1.47 | 145% |
| Returns for 1 year | 6.78 | 1.16 | 584% |
| Returns for 3 years | 14.70 | 35.78 | 41% |
| Returns for 5 years | -7.30 | -2.35 | 311% |
| Returns for 10 years | 38.82 | 36.20 | 107% |
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