Interact to see
Advertisement
Advertisement
AEPCX vs FAIDX
AEPCX vs FAIDX Comparison
Open Charts AEPCX vs FAIDX
AEPCX vs FAIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FAIDX commentary
Aug 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FAIDX (6.88B). FAIDX pays higher dividends than AEPCX: FAIDX (2.49) vs AEPCX (2.13). AEPCX was incepted earlier than FAIDX: AEPCX (25 years) vs FAIDX (22 years). AEPCX (1.58) is less costly to investors than FAIDX (0.95). FAIDX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). 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 : 14.42 vs. AEPCX (4.80). FAIDX return over 5 years is better than : 22.11 vs. AEPCX (-4.80).
| AEPCX | FAIDX | AEPCX / FAIDX | |
| Total Expense Ratio | 1.58 | 0.95 | 166% |
| Annual Report Gross Expense Ratio | 1.58 | 0.95 | 166% |
| Fund Existence | 25 years | 22 years | - |
| Gain YTD | 5.487 | 13.572 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.88B | 1,991% |
| Annual Yield % from dividends | 2.13 | 2.49 | 86% |
| Returns for 1 year | 4.80 | 14.42 | 33% |
| Returns for 3 years | 24.57 | 65.84 | 37% |
| Returns for 5 years | -4.80 | 22.11 | -22% |
| Returns for 10 years | 38.48 | 83.71 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ACLAX | 17.19 | 0.10 | +0.59% |
| American Century Mid Cap Value A | |||
| BAFSX | 46.11 | 0.10 | +0.22% |
| Brown Advisory Small-Cap Growth Inst | |||
| PVETX | 16.87 | N/A | N/A |
| PACE Small/Medium Co Val Eq P2 | |||
| GSPCX | 12.92 | N/A | N/A |
| Goldman Sachs Large Cap Equity C | |||
| TCAGX | 12.53 | -0.10 | -0.79% |
| Timothy Plan Small/Mid Cap Growth Cl C | |||