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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
Aug 04, 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 FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FIDZX (18B). AEPCX pays higher dividends than FIDZX: AEPCX (2.13) vs FIDZX (0.65). AEPCX was incepted earlier than FIDZX: AEPCX (25 years) vs FIDZX (10 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). AEPCX annual gain was more profitable for investors over the last year : 7.45 vs. FIDZX (3.52). FIDZX return over 5 years is better than : 19.86 vs. AEPCX (-8.91).
| 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 | 10 years | - |
| Gain YTD | 3.012 | 5.724 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.13 | 0.65 | 329% |
| Returns for 1 year | 7.45 | 3.52 | 212% |
| Returns for 3 years | 17.03 | 42.37 | 40% |
| Returns for 5 years | -8.91 | 19.86 | -45% |
| Returns for 10 years | 37.93 | N/A | - |
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