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AEPCX vs EXOSX
AEPCX vs EXOSX Comparison
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AEPCX vs EXOSX Comparison Chart in %
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AEPCX vs. EXOSX commentary
Jul 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 Buy and EXOSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. EXOSX (309M). AEPCX pays higher dividends than EXOSX: AEPCX (2.11) vs EXOSX (1.09). AEPCX was incepted earlier than EXOSX: AEPCX (25 years) vs EXOSX (24 years). AEPCX (1.58) is less costly to investors than EXOSX (0.80). AEPCX is a more actively managed with annual turnover of: 50.00 vs. EXOSX (46.00). AEPCX has a lower initial minimum investment than EXOSX: AEPCX (250) vs EXOSX (1000000). EXOSX annual gain was more profitable for investors over the last year : 6.63 vs. AEPCX (5.43). EXOSX return over 5 years is better than : 10.75 vs. AEPCX (-8.77).
| AEPCX | EXOSX | AEPCX / EXOSX | |
| Total Expense Ratio | 1.58 | 0.76 | 208% |
| Annual Report Gross Expense Ratio | 1.58 | 0.80 | 198% |
| Fund Existence | 25 years | 24 years | - |
| Gain YTD | 3.393 | 4.394 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 309M | 46,278% |
| Annual Yield % from dividends | 2.11 | 1.09 | 195% |
| Returns for 1 year | 5.43 | 6.63 | 82% |
| Returns for 3 years | 17.84 | 32.01 | 56% |
| Returns for 5 years | -8.77 | 10.75 | -82% |
| Returns for 10 years | 44.80 | 109.89 | 41% |
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