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AEPCX vs FIADX
AEPCX vs FIADX Comparison
Open Charts AEPCX vs FIADX
AEPCX vs FIADX Comparison Chart in %
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AEPCX vs. FIADX commentary
Jun 03, 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 FIADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIADX (13B). FIADX pays higher dividends than AEPCX: FIADX (2.72) vs AEPCX (2.06). AEPCX was incepted earlier than FIADX: AEPCX (25 years) vs FIADX (21 years). AEPCX (1.57) is less costly to investors than FIADX (0.70). FIADX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (35.00). 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 : 17.32 vs. AEPCX (13.48). FIADX return over 5 years is better than : 20.62 vs. AEPCX (-5.59).
| AEPCX | FIADX | AEPCX / FIADX | |
| Total Expense Ratio | 1.57 | 0.70 | 224% |
| Annual Report Gross Expense Ratio | 1.57 | 0.70 | 224% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 11.217 | 11.007 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.06 | 2.72 | 76% |
| Returns for 1 year | 13.48 | 17.32 | 78% |
| Returns for 3 years | 28.39 | 57.78 | 49% |
| Returns for 5 years | -5.59 | 20.62 | -27% |
| Returns for 10 years | 51.98 | 82.24 | 63% |
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