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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
Sep 02, 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 FIIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIIIX (6.37B). AEPCX pays higher dividends than FIIIX: AEPCX (2.07) vs FIIIX (0.62). 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 : 10.82 vs. AEPCX (5.65). FIIIX return over 5 years is better than : 18.11 vs. AEPCX (-9.11).
| 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 | 5.903 | 9.797 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.37B | 2,152% |
| Annual Yield % from dividends | 2.07 | 0.62 | 332% |
| Returns for 1 year | 5.65 | 10.82 | 52% |
| Returns for 3 years | 21.89 | 42.53 | 51% |
| Returns for 5 years | -9.11 | 18.11 | -50% |
| Returns for 10 years | 37.62 | 120.73 | 31% |
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