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AEPCX vs BUIIX
AEPCX vs BUIIX Comparison
Open Charts AEPCX vs BUIIX
AEPCX vs BUIIX Comparison Chart in %
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AEPCX vs. BUIIX commentary
Jun 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 Hold and BUIIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BUIIX (903M). AEPCX pays higher dividends than BUIIX: AEPCX (2.06) vs BUIIX (0.62). AEPCX was incepted earlier than BUIIX: AEPCX (25 years) vs BUIIX (7 years). AEPCX (1.57) is less costly to investors than BUIIX (0.89). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BUIIX (10.00). AEPCX has a lower initial minimum investment than BUIIX: AEPCX (250) vs BUIIX (250000). BUIIX annual gain was more profitable for investors over the last year : 20.39 vs. AEPCX (13.48). BUIIX return over 5 years is better than : 30.93 vs. AEPCX (-5.59).
| AEPCX | BUIIX | AEPCX / BUIIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.89 | 176% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 11.217 | 17.908 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 903M | 15,172% |
| Annual Yield % from dividends | 2.06 | 0.62 | 335% |
| Returns for 1 year | 13.48 | 20.39 | 66% |
| Returns for 3 years | 28.39 | 40.48 | 70% |
| Returns for 5 years | -5.59 | 30.93 | -18% |
| Returns for 10 years | 51.98 | N/A | - |
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