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AEPCX vs FIDKX
AEPCX vs FIDKX Comparison
Open Charts AEPCX vs FIDKX
AEPCX vs FIDKX Comparison Chart in %
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AEPCX vs. FIDKX 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 FIDKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIDKX (13B). FIDKX pays higher dividends than AEPCX: FIDKX (2.72) vs AEPCX (2.06). AEPCX was incepted earlier than FIDKX: AEPCX (25 years) vs FIDKX (18 years). AEPCX (1.57) is less costly to investors than FIDKX (0.59). FIDKX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (35.00). FIDKX has a lower initial minimum investment than AEPCX: FIDKX (0) vs AEPCX (250). FIDKX annual gain was more profitable for investors over the last year : 17.47 vs. AEPCX (13.48). FIDKX return over 5 years is better than : 21.34 vs. AEPCX (-5.59).
| AEPCX | FIDKX | AEPCX / FIDKX | |
| Total Expense Ratio | 1.57 | 0.59 | 266% |
| Annual Report Gross Expense Ratio | 1.57 | 0.59 | 266% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.217 | 11.072 | 101% |
| 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 | 17.47 | 77% |
| Returns for 3 years | 28.39 | 58.35 | 49% |
| Returns for 5 years | -5.59 | 21.34 | -26% |
| Returns for 10 years | 51.98 | 83.31 | 62% |
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