AEPCX
Price
$62.21
Change
+$0.62 (+1.01%)
Updated
Sep 8 closing price
Net Assets
137.41B
FIATX
Price
$35.27
Change
+$0.26 (+0.74%)
Updated
Sep 8 closing price
Net Assets
18.3B
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AEPCX vs FIATX

AEPCX vs FIATX Comparison Chart in %
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AEPCX vs. FIATX commentary
Sep 09, 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 FIATX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIATX (18.3B). AEPCX pays higher dividends than FIATX: AEPCX (2.07) vs FIATX (0.19). AEPCX was incepted earlier than FIATX: AEPCX (26 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). AEPCX annual gain was more profitable for investors over the last year : 6.43 vs. FIATX (3.73). FIATX return over 5 years is better than : 16.39 vs. AEPCX (-7.24).
AEPCXFIATXAEPCX / FIATX
Total Expense Ratio1.581.39114%
Annual Report Gross Expense Ratio1.581.39114%
Fund Existence26 years29 years-
Gain YTD7.6869.30483%
Front LoadN/A4%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B18.3B749%
Annual Yield % from dividends2.070.191,106%
Returns for 1 year6.433.73172%
Returns for 3 years26.3747.0256%
Returns for 5 years-7.2416.39-44%
Returns for 10 years40.33130.3531%
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