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AEPCX vs FDIVX
AEPCX vs FDIVX Comparison
Open Charts AEPCX vs FDIVX
AEPCX vs FDIVX Comparison Chart in %
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AEPCX vs. FDIVX commentary
Sep 10, 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 FDIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FDIVX (9.82B). AEPCX pays higher dividends than FDIVX: AEPCX (2.07) vs FDIVX (1.52). AEPCX was incepted earlier than FDIVX: AEPCX (26 years) vs FDIVX (35 years). AEPCX (1.58) is less costly to investors than FDIVX (0.66). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FDIVX (47.00). FDIVX has a lower initial minimum investment than AEPCX: FDIVX (0) vs AEPCX (250). FDIVX annual gain was more profitable for investors over the last year : 13.04 vs. AEPCX (6.22). FDIVX return over 5 years is better than : 10.50 vs. AEPCX (-7.28).
| AEPCX | FDIVX | AEPCX / FDIVX | |
| Total Expense Ratio | 1.58 | 0.66 | 239% |
| Annual Report Gross Expense Ratio | 1.58 | 0.66 | 239% |
| Fund Existence | 26 years | 35 years | - |
| Gain YTD | 7.426 | 15.361 | 48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 9.82B | 1,425% |
| Annual Yield % from dividends | 2.07 | 1.52 | 136% |
| Returns for 1 year | 6.22 | 13.04 | 48% |
| Returns for 3 years | 26.07 | 47.84 | 54% |
| Returns for 5 years | -7.28 | 10.50 | -69% |
| Returns for 10 years | 39.99 | 70.64 | 57% |
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