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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
Aug 18, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FDIVX (9.64B). AEPCX pays higher dividends than FDIVX: AEPCX (2.13) vs FDIVX (1.55). AEPCX was incepted earlier than FDIVX: AEPCX (25 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 : 12.97 vs. AEPCX (5.79). FDIVX return over 5 years is better than : 15.15 vs. AEPCX (-4.43).
| AEPCX | FDIVX | AEPCX / FDIVX | |
| Total Expense Ratio | 1.58 | 0.66 | 239% |
| Annual Report Gross Expense Ratio | 1.58 | 0.66 | 239% |
| Fund Existence | 25 years | 35 years | - |
| Gain YTD | 6.734 | 16.368 | 41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 9.64B | 1,421% |
| Annual Yield % from dividends | 2.13 | 1.55 | 138% |
| Returns for 1 year | 5.79 | 12.97 | 45% |
| Returns for 3 years | 26.04 | 49.66 | 52% |
| Returns for 5 years | -4.43 | 15.15 | -29% |
| Returns for 10 years | 40.12 | 72.38 | 55% |
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