Interact to see
Advertisement
Advertisement
AEPCX vs FIIIX
AEPCX vs FIIIX Comparison
Open Charts AEPCX vs FIIIX
AEPCX vs FIIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FIIIX commentary
Jul 15, 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 FIIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FIIIX (9.48B). AEPCX pays higher dividends than FIIIX: AEPCX (2.11) vs FIIIX (0.60). AEPCX was incepted earlier than FIIIX: AEPCX (25 years) vs FIIIX (19 years). AEPCX (1.58) is less costly to investors than FIIIX (0.88). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FIIIX (39.00). FIIIX has a lower initial minimum investment than AEPCX: FIIIX (0) vs AEPCX (250). FIIIX annual gain was more profitable for investors over the last year : 10.05 vs. AEPCX (5.06). FIIIX return over 5 years is better than : 21.79 vs. AEPCX (-8.24).
| AEPCX | FIIIX | AEPCX / FIIIX | |
| Total Expense Ratio | 1.58 | 0.88 | 180% |
| Annual Report Gross Expense Ratio | 1.58 | 0.88 | 180% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 2.700 | 8.694 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.11 | 0.60 | 353% |
| Returns for 1 year | 5.06 | 10.05 | 50% |
| Returns for 3 years | 13.99 | 34.86 | 40% |
| Returns for 5 years | -8.24 | 21.79 | -38% |
| Returns for 10 years | 39.02 | 124.96 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement