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AEPCX vs DILRX
AEPCX vs DILRX Comparison
Open Charts AEPCX vs DILRX
AEPCX vs DILRX Comparison Chart in %
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AEPCX vs. DILRX commentary
Jun 04, 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 DILRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. DILRX (1.47B). AEPCX pays higher dividends than DILRX: AEPCX (2.06) vs DILRX (1.80). AEPCX was incepted earlier than DILRX: AEPCX (25 years) vs DILRX (13 years). AEPCX (1.57) is less costly to investors than DILRX (0.27). AEPCX is a more actively managed with annual turnover of: 35.00 vs. DILRX (13.00). DILRX has a lower initial minimum investment than AEPCX: DILRX (0) vs AEPCX (250). DILRX annual gain was more profitable for investors over the last year : 14.67 vs. AEPCX (13.48). DILRX return over 5 years is better than : 33.81 vs. AEPCX (-5.59).
| AEPCX | DILRX | AEPCX / DILRX | |
| Total Expense Ratio | 1.57 | 0.27 | 581% |
| Annual Report Gross Expense Ratio | 1.57 | 0.27 | 581% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.217 | 7.875 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.47B | 9,301% |
| Annual Yield % from dividends | 2.06 | 1.80 | 114% |
| Returns for 1 year | 13.48 | 14.67 | 92% |
| Returns for 3 years | 28.39 | 47.65 | 60% |
| Returns for 5 years | -5.59 | 33.81 | -17% |
| Returns for 10 years | 51.98 | 108.69 | 48% |
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