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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
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 DILRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. DILRX (1.57B). AEPCX pays higher dividends than DILRX: AEPCX (2.13) vs DILRX (1.76). AEPCX was incepted earlier than DILRX: AEPCX (25 years) vs DILRX (14 years). AEPCX (1.58) is less costly to investors than DILRX (0.27). AEPCX is a more actively managed with annual turnover of: 50.00 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 : 17.23 vs. AEPCX (6.78). DILRX return over 5 years is better than : 30.08 vs. AEPCX (-7.30).
| AEPCX | DILRX | AEPCX / DILRX | |
| Total Expense Ratio | 1.58 | 0.27 | 585% |
| Annual Report Gross Expense Ratio | 1.58 | 0.27 | 585% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 3.168 | 7.546 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.57B | 8,964% |
| Annual Yield % from dividends | 2.13 | 1.76 | 121% |
| Returns for 1 year | 6.78 | 17.23 | 39% |
| Returns for 3 years | 14.70 | 43.60 | 34% |
| Returns for 5 years | -7.30 | 30.08 | -24% |
| Returns for 10 years | 38.82 | 107.60 | 36% |
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