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AEPCX vs POIRX
AEPCX vs POIRX Comparison
Open Charts AEPCX vs POIRX
AEPCX vs POIRX Comparison Chart in %
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AEPCX vs. POIRX commentary
Sep 13, 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 POIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. POIRX (23.9M). AEPCX pays higher dividends than POIRX: AEPCX (2.07) vs POIRX (0.00). AEPCX was incepted earlier than POIRX: AEPCX (26 years) vs POIRX (10 years). AEPCX (1.58) is less costly to investors than POIRX (1.33). POIRX is a more actively managed with annual turnover of: 59.00 vs. AEPCX (50.00). AEPCX has a lower initial minimum investment than POIRX: AEPCX (250) vs POIRX (3000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. POIRX (-7.54). AEPCX return over 5 years is better than : -8.48 vs. POIRX (-20.48).
| AEPCX | POIRX | AEPCX / POIRX | |
| Total Expense Ratio | 1.58 | 1.33 | 119% |
| Annual Report Gross Expense Ratio | 1.58 | 1.33 | 119% |
| Fund Existence | 26 years | 10 years | - |
| Gain YTD | 6.041 | -5.967 | -101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 23.9M | 585,774% |
| Annual Yield % from dividends | 2.07 | 0.00 | - |
| Returns for 1 year | 3.15 | -7.54 | -42% |
| Returns for 3 years | 24.32 | -0.97 | -2,518% |
| Returns for 5 years | -8.48 | -20.48 | 41% |
| Returns for 10 years | 40.12 | N/A | - |
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