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AEPCX vs FIADX
AEPCX vs FIADX Comparison
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AEPCX vs FIADX Comparison Chart in %
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AEPCX vs. FIADX commentary
Jun 24, 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: 143B 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 (1.58) 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 : 22.48 vs. AEPCX (9.08). FIADX return over 5 years is better than : 26.27 vs. AEPCX (-9.45).
| AEPCX | FIADX | AEPCX / FIADX | |
| Total Expense Ratio | 1.58 | 0.70 | 226% |
| Annual Report Gross Expense Ratio | 1.58 | 0.70 | 226% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 3.272 | 14.336 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.06 | 2.72 | 76% |
| Returns for 1 year | 9.08 | 22.48 | 40% |
| Returns for 3 years | 19.46 | 63.27 | 31% |
| Returns for 5 years | -9.45 | 26.27 | -36% |
| Returns for 10 years | 49.26 | 102.21 | 48% |
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