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AEPCX vs BUFIX
AEPCX vs BUFIX Comparison
Open Charts AEPCX vs BUFIX
AEPCX vs BUFIX Comparison Chart in %
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AEPCX vs. BUFIX commentary
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. BUFIX (888M). AEPCX pays higher dividends than BUFIX: AEPCX (2.11) vs BUFIX (0.46). 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 (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 : 18.52 vs. AEPCX (4.09). BUFIX return over 5 years is better than : 25.95 vs. AEPCX (-9.69).
| 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 | 1.869 | 17.950 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 888M | 15,878% |
| Annual Yield % from dividends | 2.11 | 0.46 | 465% |
| Returns for 1 year | 4.09 | 18.52 | 22% |
| Returns for 3 years | 13.07 | 36.28 | 36% |
| Returns for 5 years | -9.69 | 25.95 | -37% |
| Returns for 10 years | 37.90 | 156.48 | 24% |
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