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AEPCX vs FAIDX
AEPCX vs FAIDX Comparison
Open Charts AEPCX vs FAIDX
AEPCX vs FAIDX Comparison Chart in %
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AEPCX vs. FAIDX 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 FAIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FAIDX (13B). FAIDX pays higher dividends than AEPCX: FAIDX (2.48) vs AEPCX (2.06). AEPCX was incepted earlier than FAIDX: AEPCX (25 years) vs FAIDX (21 years). AEPCX (1.57) is less costly to investors than FAIDX (0.95). FAIDX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (35.00). FAIDX has a lower initial minimum investment than AEPCX: FAIDX (0) vs AEPCX (250). FAIDX annual gain was more profitable for investors over the last year : 17.04 vs. AEPCX (13.48). FAIDX return over 5 years is better than : 18.88 vs. AEPCX (-5.59).
| AEPCX | FAIDX | AEPCX / FAIDX | |
| Total Expense Ratio | 1.57 | 0.95 | 165% |
| Annual Report Gross Expense Ratio | 1.57 | 0.95 | 165% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 11.217 | 10.907 | 103% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.06 | 2.48 | 83% |
| Returns for 1 year | 13.48 | 17.04 | 79% |
| Returns for 3 years | 28.39 | 56.53 | 50% |
| Returns for 5 years | -5.59 | 18.88 | -30% |
| Returns for 10 years | 51.98 | 79.54 | 65% |
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