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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
Sep 19, 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: 140B vs. POIIX (23.5M). AEPCX pays higher dividends than POIIX: AEPCX (2.07) vs POIIX (0.05). AEPCX was incepted earlier than POIIX: AEPCX (26 years) vs POIIX (10 years). AEPCX (1.58) is less costly to investors than POIIX (1.12). POIIX is a more actively managed with annual turnover of: 59.00 vs. AEPCX (50.00). 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 : 1.52 vs. POIIX (-9.35). AEPCX return over 5 years is better than : -8.53 vs. POIIX (-19.70).
| AEPCX | POIIX | AEPCX / POIIX | |
| Total Expense Ratio | 1.58 | 1.10 | 144% |
| Annual Report Gross Expense Ratio | 1.58 | 1.12 | 141% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 4.916 | -7.171 | -69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 23.5M | 595,745% |
| Annual Yield % from dividends | 2.07 | 0.05 | 4,277% |
| Returns for 1 year | 1.52 | -9.35 | -16% |
| Returns for 3 years | 23.31 | -1.39 | -1,680% |
| Returns for 5 years | -8.53 | -19.70 | 43% |
| Returns for 10 years | 38.00 | N/A | - |
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