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AEPCX vs POIIX
AEPCX vs POIIX Comparison
Open Charts AEPCX vs POIIX
AEPCX vs POIIX Comparison Chart in %
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AEPCX vs. POIIX commentary
Jul 22, 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 POIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. POIIX (23.8M). AEPCX pays higher dividends than POIIX: AEPCX (2.11) vs POIIX (0.05). AEPCX was incepted earlier than POIIX: AEPCX (25 years) vs POIIX (10 years). AEPCX (1.58) is less costly to investors than POIIX (1.08). AEPCX is a more actively managed with annual turnover of: 50.00 vs. POIIX (37.00). AEPCX has a lower initial minimum investment than POIIX: AEPCX (250) vs POIIX (100000). AEPCX annual gain was more profitable for investors over the last year : 2.55 vs. POIIX (-12.94). AEPCX return over 5 years is better than : -9.86 vs. POIIX (-18.79).
| AEPCX | POIIX | AEPCX / POIIX | |
| Total Expense Ratio | 1.58 | 1.08 | 146% |
| Annual Report Gross Expense Ratio | 1.58 | 1.08 | 146% |
| Fund Existence | 25 years | 10 years | - |
| Gain YTD | 0.640 | -7.364 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 23.8M | 592,437% |
| Annual Yield % from dividends | 2.11 | 0.05 | 4,234% |
| Returns for 1 year | 2.55 | -12.94 | -20% |
| Returns for 3 years | 12.46 | -5.70 | -218% |
| Returns for 5 years | -9.86 | -18.79 | 52% |
| Returns for 10 years | 36.17 | N/A | - |
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