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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
Aug 23, 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 StrongBuy and BUFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BUFIX (887M). AEPCX pays higher dividends than BUFIX: AEPCX (2.13) vs BUFIX (0.48). AEPCX was incepted earlier than BUFIX: AEPCX (25 years) vs BUFIX (19 years). AEPCX (1.58) is less costly to investors than BUFIX (1.04). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BUFIX (16.00). 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 : 21.73 vs. AEPCX (7.17). BUFIX return over 5 years is better than : 23.52 vs. AEPCX (-3.27).
| AEPCX | BUFIX | AEPCX / BUFIX | |
| Total Expense Ratio | 1.58 | 1.04 | 152% |
| Annual Report Gross Expense Ratio | 1.58 | 1.04 | 152% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 7.184 | 18.661 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 887M | 15,445% |
| Annual Yield % from dividends | 2.13 | 0.48 | 446% |
| Returns for 1 year | 7.17 | 21.73 | 33% |
| Returns for 3 years | 26.10 | 45.66 | 57% |
| Returns for 5 years | -3.27 | 23.52 | -14% |
| Returns for 10 years | 40.04 | 144.62 | 28% |
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