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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
Aug 16, 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 POIIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. POIIX (25.3M). AEPCX pays higher dividends than POIIX: AEPCX (2.13) 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). 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 : 6.36 vs. POIIX (-0.78). AEPCX return over 5 years is better than : -6.60 vs. POIIX (-13.46).
| 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 | 6.682 | 0.711 | 940% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 25.3M | 541,502% |
| Annual Yield % from dividends | 2.13 | 0.05 | 4,231% |
| Returns for 1 year | 6.36 | -0.78 | -816% |
| Returns for 3 years | 23.78 | 6.84 | 348% |
| Returns for 5 years | -6.60 | -13.46 | 49% |
| Returns for 10 years | 39.51 | N/A | - |
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