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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
Jun 24, 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: 143B vs. POIIX (26.7M). AEPCX pays higher dividends than POIIX: AEPCX (2.06) vs POIIX (0.05). AEPCX was incepted earlier than POIIX: AEPCX (25 years) vs POIIX (9 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 : 12.62 vs. POIIX (-7.03). AEPCX return over 5 years is better than : -6.03 vs. POIIX (-16.10).
| 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 | 9 years | - |
| Gain YTD | 6.335 | -4.134 | -153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 26.7M | 535,581% |
| Annual Yield % from dividends | 2.06 | 0.05 | 4,010% |
| Returns for 1 year | 12.62 | -7.03 | -179% |
| Returns for 3 years | 23.00 | -0.00 | -11,184,878% |
| Returns for 5 years | -6.03 | -16.10 | 37% |
| Returns for 10 years | 53.69 | N/A | - |
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