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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
Jul 15, 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: 141B vs. FDIVX (15.4B). AEPCX pays higher dividends than FDIVX: AEPCX (2.11) vs FDIVX (1.52). 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 : 12.60 vs. AEPCX (4.09). FDIVX return over 5 years is better than : 14.12 vs. AEPCX (-9.69).
| 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 | 1.869 | 13.181 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 15.4B | 916% |
| Annual Yield % from dividends | 2.11 | 1.52 | 139% |
| Returns for 1 year | 4.09 | 12.60 | 32% |
| Returns for 3 years | 13.07 | 37.36 | 35% |
| Returns for 5 years | -9.69 | 14.12 | -69% |
| Returns for 10 years | 37.90 | 73.43 | 52% |
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