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AEPCX vs FTADX
AEPCX vs FTADX Comparison
Open Charts AEPCX vs FTADX
AEPCX vs FTADX Comparison Chart in %
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AEPCX vs. FTADX 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 FTADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FTADX (13B). FTADX pays higher dividends than AEPCX: FTADX (2.29) vs AEPCX (2.06). AEPCX was incepted earlier than FTADX: AEPCX (25 years) vs FTADX (21 years). AEPCX (1.58) is less costly to investors than FTADX (1.20). FTADX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). FTADX has a lower initial minimum investment than AEPCX: FTADX (0) vs AEPCX (250). FTADX annual gain was more profitable for investors over the last year : 16.11 vs. AEPCX (13.05). FTADX return over 5 years is better than : 17.01 vs. AEPCX (-8.26).
| AEPCX | FTADX | AEPCX / FTADX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.20 | 132% |
| Fund Existence | 25 years | 21 years | - |
| Gain YTD | 9.434 | 11.386 | 83% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.06 | 2.29 | 90% |
| Returns for 1 year | 13.05 | 16.11 | 81% |
| Returns for 3 years | 23.71 | 53.66 | 44% |
| Returns for 5 years | -8.26 | 17.01 | -49% |
| Returns for 10 years | 56.71 | 88.13 | 64% |
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