AEPCX
Price
$63.22
Change
+$0.22 (+0.35%)
Updated
Jun 12 closing price
Net Assets
143.2B
FITMX
Price
$20.25
Change
+$0.19 (+0.95%)
Updated
Jun 12 closing price
Net Assets
1.18B
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AEPCX vs FITMX

Header iconAEPCX vs FITMX Comparison
Open Charts AEPCX vs FITMXBanner chart's image
AEPCX vs FITMX Comparison Chart in %
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AEPCX vs. FITMX commentary
Jun 14, 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 FITMX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FITMX (1.18B). FITMX pays higher dividends than AEPCX: FITMX (2.35) vs AEPCX (2.06). 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 : 24.74 vs. AEPCX (13.05). FITMX return over 5 years is better than : 65.27 vs. AEPCX (-8.26).
AEPCXFITMXAEPCX / FITMX
Total Expense Ratio1.580.18878%
Annual Report Gross Expense Ratio1.580.18878%
Fund Existence25 years6 years-
Gain YTD9.43411.57082%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B1.18B12,098%
Annual Yield % from dividends2.062.3588%
Returns for 1 year13.0524.7453%
Returns for 3 years23.7177.2531%
Returns for 5 years-8.2665.27-13%
Returns for 10 years56.71N/A-
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