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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
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 BUIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BUIIX (887M). AEPCX pays higher dividends than BUIIX: AEPCX (2.13) vs BUIIX (0.62). AEPCX was incepted earlier than BUIIX: AEPCX (25 years) vs BUIIX (7 years). AEPCX (1.58) is less costly to investors than BUIIX (0.89). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BUIIX (16.00). 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 : 21.96 vs. AEPCX (7.17). BUIIX return over 5 years is better than : 24.26 vs. AEPCX (-3.27).
| AEPCX | BUIIX | AEPCX / BUIIX | |
| Total Expense Ratio | 1.58 | 0.89 | 178% |
| Annual Report Gross Expense Ratio | 1.58 | 0.89 | 178% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 7.184 | 18.787 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 887M | 15,445% |
| Annual Yield % from dividends | 2.13 | 0.62 | 342% |
| Returns for 1 year | 7.17 | 21.96 | 33% |
| Returns for 3 years | 26.10 | 46.29 | 56% |
| Returns for 5 years | -3.27 | 24.26 | -13% |
| Returns for 10 years | 40.04 | N/A | - |
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