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AEPCX vs FADIX
AEPCX vs FADIX Comparison
Open Charts AEPCX vs FADIX
AEPCX vs FADIX Comparison Chart in %
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AEPCX vs. FADIX commentary
Sep 15, 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 FADIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FADIX (1.86B). AEPCX pays higher dividends than FADIX: AEPCX (2.07) vs FADIX (1.02). AEPCX was incepted earlier than FADIX: AEPCX (26 years) vs FADIX (28 years). AEPCX (1.58) is less costly to investors than FADIX (1.36). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FADIX (46.00). FADIX has a lower initial minimum investment than AEPCX: FADIX (0) vs AEPCX (250). FADIX annual gain was more profitable for investors over the last year : 5.76 vs. AEPCX (3.15). FADIX return over 5 years is better than : -1.45 vs. AEPCX (-8.48).
| AEPCX | FADIX | AEPCX / FADIX | |
| Total Expense Ratio | 1.58 | 1.36 | 116% |
| Annual Report Gross Expense Ratio | 1.58 | 1.36 | 116% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 6.041 | 13.641 | 44% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.86B | 7,519% |
| Annual Yield % from dividends | 2.07 | 1.02 | 203% |
| Returns for 1 year | 3.15 | 5.76 | 55% |
| Returns for 3 years | 24.32 | 34.13 | 71% |
| Returns for 5 years | -8.48 | -1.45 | 583% |
| Returns for 10 years | 40.12 | 65.49 | 61% |
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