AEPCX
Price
$59.00
Change
-$0.20 (-0.34%)
Updated
Jul 23 closing price
Net Assets
140.66B
FIATX
Price
$33.71
Change
-$0.35 (-1.03%)
Updated
Jul 23 closing price
Net Assets
18.5B
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AEPCX vs FIATX

AEPCX vs FIATX Comparison Chart in %
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AEPCX vs. FIATX commentary
Jul 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 FIATX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B 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). AEPCX annual gain was more profitable for investors over the last year : 1.77 vs. FIATX (-0.96). FIATX return over 5 years is better than : 18.73 vs. AEPCX (-9.35).
AEPCXFIATXAEPCX / FIATX
Total Expense Ratio1.581.39114%
Annual Report Gross Expense Ratio1.581.39114%
Fund Existence25 years29 years-
Gain YTD2.1296.33834%
Front LoadN/A4%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B18.5B762%
Annual Yield % from dividends2.110.181,169%
Returns for 1 year1.77-0.96-184%
Returns for 3 years14.5037.3539%
Returns for 5 years-9.3518.73-50%
Returns for 10 years38.50123.6631%
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