AEPCX
Price
$59.73
Change
-$0.15 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
FITMX
Price
$20.35
Change
+$0.08 (+0.39%)
Updated
Jul 2 closing price
Net Assets
1.24B
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AEPCX vs FITMX

AEPCX vs FITMX Comparison Chart in %
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AEPCX vs. FITMX commentary
Jul 05, 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 Buy and FITMX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FITMX (1.24B). FITMX pays higher dividends than AEPCX: FITMX (2.30) vs AEPCX (2.11). AEPCX was incepted earlier than FITMX: AEPCX (25 years) vs FITMX (6 years). AEPCX (1.58) is less costly to investors than FITMX (0.18). FITMX is a more actively managed with annual turnover of: 68.00 vs. AEPCX (50.00). FITMX has a lower initial minimum investment than AEPCX: FITMX (0) vs AEPCX (250). FITMX annual gain was more profitable for investors over the last year : 24.09 vs. AEPCX (5.43). FITMX return over 5 years is better than : 67.64 vs. AEPCX (-8.77).
AEPCXFITMXAEPCX / FITMX
Total Expense Ratio1.580.18878%
Annual Report Gross Expense Ratio1.580.18878%
Fund Existence25 years6 years-
Gain YTD3.39312.12128%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.24B11,532%
Annual Yield % from dividends2.112.3092%
Returns for 1 year5.4324.0923%
Returns for 3 years17.8477.2823%
Returns for 5 years-8.7767.64-13%
Returns for 10 years44.80N/A-
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