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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
Jul 06, 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 FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FTADX (13.2B). FTADX pays higher dividends than AEPCX: FTADX (2.25) vs AEPCX (2.11). AEPCX was incepted earlier than FTADX: AEPCX (25 years) vs FTADX (22 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 : 16.13 vs. AEPCX (5.43). FTADX return over 5 years is better than : 20.47 vs. AEPCX (-8.77).
| 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 | 22 years | - |
| Gain YTD | 3.393 | 12.366 | 27% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13.2B | 1,083% |
| Annual Yield % from dividends | 2.11 | 2.25 | 94% |
| Returns for 1 year | 5.43 | 16.13 | 34% |
| Returns for 3 years | 17.84 | 55.48 | 32% |
| Returns for 5 years | -8.77 | 20.47 | -43% |
| Returns for 10 years | 44.80 | 87.70 | 51% |
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