Interact to see
Advertisement
Advertisement
AEPCX vs FDVIX
AEPCX vs FDVIX Comparison
Open Charts AEPCX vs FDVIX
AEPCX vs FDVIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FDVIX commentary
Sep 13, 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 FDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FDVIX (1.86B). AEPCX pays higher dividends than FDVIX: AEPCX (2.07) vs FDVIX (1.37). AEPCX was incepted earlier than FDVIX: AEPCX (26 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 : 5.64 vs. AEPCX (3.15). FDVIX return over 5 years is better than : 0.97 vs. AEPCX (-8.48).
| AEPCX | FDVIX | AEPCX / FDVIX | |
| Total Expense Ratio | 1.58 | 0.86 | 184% |
| Annual Report Gross Expense Ratio | 1.58 | 0.86 | 184% |
| Fund Existence | 26 years | 28 years | - |
| Gain YTD | 6.041 | 12.808 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.86B | 7,519% |
| Annual Yield % from dividends | 2.07 | 1.37 | 151% |
| Returns for 1 year | 3.15 | 5.64 | 56% |
| Returns for 3 years | 24.32 | 35.60 | 68% |
| Returns for 5 years | -8.48 | 0.97 | -877% |
| Returns for 10 years | 40.12 | 70.46 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers