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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
Sep 12, 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 BUFIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. BUFIX (854M). AEPCX pays higher dividends than BUFIX: AEPCX (2.07) vs BUFIX (0.47). AEPCX was incepted earlier than BUFIX: AEPCX (26 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 : 15.77 vs. AEPCX (3.15). BUFIX return over 5 years is better than : 16.41 vs. AEPCX (-8.48).
| AEPCX | BUFIX | AEPCX / BUFIX | |
| Total Expense Ratio | 1.58 | 1.04 | 152% |
| Annual Report Gross Expense Ratio | 1.58 | 1.04 | 152% |
| Fund Existence | 26 years | 19 years | - |
| Gain YTD | 6.041 | 14.686 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 854M | 16,393% |
| Annual Yield % from dividends | 2.07 | 0.47 | 442% |
| Returns for 1 year | 3.15 | 15.77 | 20% |
| Returns for 3 years | 24.32 | 40.93 | 59% |
| Returns for 5 years | -8.48 | 16.41 | -52% |
| Returns for 10 years | 40.12 | 140.39 | 29% |
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