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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
Aug 03, 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: 141B vs. BUFIX (864M). 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 (1.05). 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 : 19.49 vs. AEPCX (6.78). BUFIX return over 5 years is better than : 21.46 vs. AEPCX (-7.30).
| 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 | 3.168 | 14.937 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 864M | 16,319% |
| Annual Yield % from dividends | 2.13 | 0.48 | 446% |
| Returns for 1 year | 6.78 | 19.49 | 35% |
| Returns for 3 years | 14.70 | 34.07 | 43% |
| Returns for 5 years | -7.30 | 21.46 | -34% |
| Returns for 10 years | 38.82 | 145.44 | 27% |
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