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AEPCX vs FIIIX
AEPCX vs FIIIX Comparison
Open Charts AEPCX vs FIIIX
AEPCX vs FIIIX Comparison Chart in %
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AEPCX vs. FIIIX 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 FIIIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FIIIX (8.27B). AEPCX pays higher dividends than FIIIX: AEPCX (2.06) vs FIIIX (0.63). 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 : 19.73 vs. AEPCX (9.08). FIIIX return over 5 years is better than : 28.56 vs. AEPCX (-9.45).
| 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 | 3.272 | 12.798 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 8.27B | 1,730% |
| Annual Yield % from dividends | 2.06 | 0.63 | 329% |
| Returns for 1 year | 9.08 | 19.73 | 46% |
| Returns for 3 years | 19.46 | 45.85 | 42% |
| Returns for 5 years | -9.45 | 28.56 | -33% |
| Returns for 10 years | 49.26 | 146.45 | 34% |
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