AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
POIRX
Price
$15.24
Change
+$0.15 (+0.99%)
Updated
Aug 21 closing price
Net Assets
26.68M
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AEPCX vs POIRX

AEPCX vs POIRX Comparison Chart in %
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AEPCX vs. POIRX commentary
Aug 23, 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 StrongBuy and POIRX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. POIRX (26.7M). AEPCX pays higher dividends than POIRX: AEPCX (2.13) vs POIRX (0.00). AEPCX was incepted earlier than POIRX: AEPCX (25 years) vs POIRX (9 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 : 7.17 vs. POIRX (-1.30). AEPCX return over 5 years is better than : -3.27 vs. POIRX (-13.23).
AEPCXPOIRXAEPCX / POIRX
Total Expense Ratio1.581.33119%
Annual Report Gross Expense Ratio1.581.33119%
Fund Existence25 years9 years-
Gain YTD7.184-0.066-10,955%
Front LoadN/AN/A-
Min. Initial Investment25030008%
Min. Initial Investment IRAN/AN/A-
Net Assets137B26.7M513,109%
Annual Yield % from dividends2.130.00-
Returns for 1 year7.17-1.30-553%
Returns for 3 years26.106.50402%
Returns for 5 years-3.27-13.2325%
Returns for 10 years40.04N/A-
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