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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
Jun 24, 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 FDIVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FDIVX (15B). AEPCX pays higher dividends than FDIVX: AEPCX (2.06) vs FDIVX (1.56). 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 : 17.59 vs. AEPCX (12.62). FDIVX return over 5 years is better than : 17.92 vs. AEPCX (-6.03).
| 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 | 6.335 | 14.826 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 15B | 953% |
| Annual Yield % from dividends | 2.06 | 1.56 | 132% |
| Returns for 1 year | 12.62 | 17.59 | 72% |
| Returns for 3 years | 23.00 | 45.31 | 51% |
| Returns for 5 years | -6.03 | 17.92 | -34% |
| Returns for 10 years | 53.69 | 84.99 | 63% |
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