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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 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 (1.57) is less costly to investors than FIIIX (0.88). FIIIX is a more actively managed with annual turnover of: 39.00 vs. AEPCX (35.00). FIIIX has a lower initial minimum investment than AEPCX: FIIIX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. FIIIX (9.87). FIIIX return over 5 years is better than : 22.41 vs. AEPCX (-5.59).
| AEPCX | FIIIX | AEPCX / FIIIX | |
| Total Expense Ratio | 1.57 | 0.88 | 178% |
| Annual Report Gross Expense Ratio | 1.57 | 0.88 | 178% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 11.217 | 5.869 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.06 | 0.63 | 329% |
| Returns for 1 year | 13.48 | 9.87 | 137% |
| Returns for 3 years | 28.39 | 35.90 | 79% |
| Returns for 5 years | -5.59 | 22.41 | -25% |
| Returns for 10 years | 51.98 | 117.95 | 44% |
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