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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
Sep 13, 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: 140B vs. ARTIX (6.8B). AEPCX pays higher dividends than ARTIX: AEPCX (2.07) vs ARTIX (1.48). AEPCX was incepted earlier than ARTIX: AEPCX (26 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 : 3.15 vs. ARTIX (-4.37). ARTIX return over 5 years is better than : -6.37 vs. AEPCX (-8.48).
| AEPCX | ARTIX | AEPCX / ARTIX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.19 | 133% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 6.041 | 12.458 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.8B | 2,058% |
| Annual Yield % from dividends | 2.07 | 1.48 | 140% |
| Returns for 1 year | 3.15 | -4.37 | -72% |
| Returns for 3 years | 24.32 | 33.71 | 72% |
| Returns for 5 years | -8.48 | -6.37 | 133% |
| Returns for 10 years | 40.12 | 33.09 | 121% |
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