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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
Sep 17, 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: 140B vs. FIDZX (18.3B). AEPCX pays higher dividends than FIDZX: AEPCX (2.07) vs FIDZX (0.63). AEPCX was incepted earlier than FIDZX: AEPCX (26 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 : 1.20 vs. FIDZX (1.06). FIDZX return over 5 years is better than : 17.30 vs. AEPCX (-9.21).
| AEPCX | FIDZX | AEPCX / FIDZX | |
| Total Expense Ratio | 1.58 | 0.78 | 203% |
| Annual Report Gross Expense Ratio | 1.58 | 0.78 | 203% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 4.553 | 6.280 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.07 | 0.63 | 327% |
| Returns for 1 year | 1.20 | 1.06 | 114% |
| Returns for 3 years | 22.12 | 45.04 | 49% |
| Returns for 5 years | -9.21 | 17.30 | -53% |
| Returns for 10 years | 37.92 | N/A | - |
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