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AEPCX vs BUFIX
AEPCX vs BUFIX Comparison
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AEPCX vs BUFIX Comparison Chart in %
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AEPCX vs. BUFIX 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 BUFIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. BUFIX (922M). AEPCX pays higher dividends than BUFIX: AEPCX (2.06) vs BUFIX (0.47). AEPCX was incepted earlier than BUFIX: AEPCX (25 years) vs BUFIX (19 years). AEPCX (1.58) is less costly to investors than BUFIX (1.05). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BUFIX (10.00). AEPCX has a lower initial minimum investment than BUFIX: AEPCX (250) vs BUFIX (2500). BUFIX annual gain was more profitable for investors over the last year : 25.06 vs. AEPCX (12.62). BUFIX return over 5 years is better than : 32.68 vs. AEPCX (-6.03).
| AEPCX | BUFIX | AEPCX / BUFIX | |
| Total Expense Ratio | 1.58 | 1.05 | 150% |
| Annual Report Gross Expense Ratio | 1.58 | 1.05 | 150% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 6.335 | 20.711 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 922M | 15,510% |
| Annual Yield % from dividends | 2.06 | 0.47 | 436% |
| Returns for 1 year | 12.62 | 25.06 | 50% |
| Returns for 3 years | 23.00 | 43.84 | 52% |
| Returns for 5 years | -6.03 | 32.68 | -18% |
| Returns for 10 years | 53.69 | 175.16 | 31% |
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