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AEPCX vs FIDZX
AEPCX vs FIDZX Comparison
Open Charts AEPCX vs FIDZX
AEPCX vs FIDZX Comparison Chart in %
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AEPCX vs. FIDZX 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 FIDZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FIDZX (16.6B). AEPCX pays higher dividends than FIDZX: AEPCX (2.06) vs FIDZX (0.63). AEPCX was incepted earlier than FIDZX: AEPCX (25 years) vs FIDZX (9 years). AEPCX (1.58) is less costly to investors than FIDZX (0.78). FIDZX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (50.00). FIDZX has a lower initial minimum investment than AEPCX: FIDZX (0) vs AEPCX (250). FIDZX annual gain was more profitable for investors over the last year : 13.84 vs. AEPCX (9.08). FIDZX return over 5 years is better than : 34.05 vs. AEPCX (-9.45).
| AEPCX | FIDZX | AEPCX / FIDZX | |
| Total Expense Ratio | 1.58 | 0.78 | 203% |
| Annual Report Gross Expense Ratio | 1.58 | 0.78 | 203% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 3.272 | 14.004 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 16.6B | 861% |
| Annual Yield % from dividends | 2.06 | 0.63 | 326% |
| Returns for 1 year | 9.08 | 13.84 | 66% |
| Returns for 3 years | 19.46 | 54.26 | 36% |
| Returns for 5 years | -9.45 | 34.05 | -28% |
| Returns for 10 years | 49.26 | N/A | - |
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