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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 26, 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 StrongBuy and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 : 6.07 vs. FIDZX (4.17). FIDZX return over 5 years is better than : 22.97 vs. AEPCX (-5.21).
| 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 | 7.149 | 9.669 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.13 | 0.65 | 329% |
| Returns for 1 year | 6.07 | 4.17 | 146% |
| Returns for 3 years | 26.06 | 50.33 | 52% |
| Returns for 5 years | -5.21 | 22.97 | -23% |
| Returns for 10 years | 41.40 | N/A | - |
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