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AEPCX vs FIATX
AEPCX vs FIATX Comparison
Open Charts AEPCX vs FIATX
AEPCX vs FIATX Comparison Chart in %
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AEPCX vs. FIATX commentary
Jul 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 Buy and FIATX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FIATX (18.5B). AEPCX pays higher dividends than FIATX: AEPCX (2.11) vs FIATX (0.18). AEPCX was incepted earlier than FIATX: AEPCX (25 years) vs FIATX (29 years). AEPCX (1.58) is less costly to investors than FIATX (1.39). FIATX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (50.00). FIATX has a lower initial minimum investment than AEPCX: FIATX (0) vs AEPCX (250). FIATX (6.37) and AEPCX (6.11) have marching annual gain over last year. FIATX return over 5 years is better than : 26.53 vs. AEPCX (-8.54).
| AEPCX | FIATX | AEPCX / FIATX | |
| Total Expense Ratio | 1.58 | 1.39 | 114% |
| Annual Report Gross Expense Ratio | 1.58 | 1.39 | 114% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 3.652 | 11.989 | 30% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 18.5B | 773% |
| Annual Yield % from dividends | 2.11 | 0.18 | 1,169% |
| Returns for 1 year | 6.11 | 6.37 | 96% |
| Returns for 3 years | 17.65 | 44.65 | 40% |
| Returns for 5 years | -8.54 | 26.53 | -32% |
| Returns for 10 years | 45.16 | 139.30 | 32% |
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