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AEPCX vs FDVIX
AEPCX vs FDVIX Comparison
Open Charts AEPCX vs FDVIX
AEPCX vs FDVIX Comparison Chart in %
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AEPCX vs. FDVIX commentary
Aug 23, 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 StrongBuy and FDVIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FDVIX (1.83B). AEPCX pays higher dividends than FDVIX: AEPCX (2.13) vs FDVIX (1.40). AEPCX was incepted earlier than FDVIX: AEPCX (25 years) vs FDVIX (28 years). AEPCX (1.58) is less costly to investors than FDVIX (0.86). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FDVIX (46.00). FDVIX has a lower initial minimum investment than AEPCX: FDVIX (0) vs AEPCX (250). FDVIX annual gain was more profitable for investors over the last year : 8.70 vs. AEPCX (7.17). FDVIX return over 5 years is better than : 5.82 vs. AEPCX (-3.27).
| AEPCX | FDVIX | AEPCX / FDVIX | |
| Total Expense Ratio | 1.58 | 0.86 | 184% |
| Annual Report Gross Expense Ratio | 1.58 | 0.86 | 184% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 7.184 | 14.039 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.83B | 7,474% |
| Annual Yield % from dividends | 2.13 | 1.40 | 153% |
| Returns for 1 year | 7.17 | 8.70 | 82% |
| Returns for 3 years | 26.10 | 37.70 | 69% |
| Returns for 5 years | -3.27 | 5.82 | -56% |
| Returns for 10 years | 40.04 | 69.70 | 57% |
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