Interact to see
Advertisement
Advertisement
AEPCX vs FIADX
AEPCX vs FIADX Comparison
Open Charts AEPCX vs FIADX
AEPCX vs FIADX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FIADX commentary
Sep 20, 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 FIADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FIADX (6.98B). FIADX pays higher dividends than AEPCX: FIADX (2.68) vs AEPCX (2.07). AEPCX was incepted earlier than FIADX: AEPCX (26 years) vs FIADX (22 years). AEPCX (1.58) is less costly to investors than FIADX (0.70). FIADX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). FIADX has a lower initial minimum investment than AEPCX: FIADX (0) vs AEPCX (250). FIADX annual gain was more profitable for investors over the last year : 11.34 vs. AEPCX (0.91). FIADX return over 5 years is better than : 18.90 vs. AEPCX (-8.74).
| AEPCX | FIADX | AEPCX / FIADX | |
| Total Expense Ratio | 1.58 | 0.70 | 226% |
| Annual Report Gross Expense Ratio | 1.58 | 0.70 | 226% |
| Fund Existence | 26 years | 22 years | - |
| Gain YTD | 4.674 | 12.821 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.07 | 2.68 | 77% |
| Returns for 1 year | 0.91 | 11.34 | 8% |
| Returns for 3 years | 23.76 | 65.81 | 36% |
| Returns for 5 years | -8.74 | 18.90 | -46% |
| Returns for 10 years | 37.24 | 85.22 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| IYCEX | 18.36 | 0.11 | +0.60% |
| Nomura Core Equity Fund Class R | |||
| VITNX | 126.05 | 0.12 | +0.10% |
| Vanguard MStar Inst Ttl Stk Mkt IdxInstl | |||
| WSMRX | 30.34 | -0.02 | -0.07% |
| William Blair Small-Mid Cap Growth R6 | |||
| CSMDX | 16.33 | -0.07 | -0.43% |
| Copeland SMID Cap Dividend Growth I | |||
| JFCCX | 32.96 | -0.16 | -0.48% |
| JHancock Fundamental All Cap Core C | |||