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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
Jun 04, 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 POIRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. POIRX (27.6M). AEPCX pays higher dividends than POIRX: AEPCX (2.06) vs POIRX (0.00). AEPCX was incepted earlier than POIRX: AEPCX (25 years) vs POIRX (9 years). AEPCX (1.57) is less costly to investors than POIRX (1.33). POIRX is a more actively managed with annual turnover of: 37.00 vs. AEPCX (35.00). 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 : 13.48 vs. POIRX (-12.19). AEPCX return over 5 years is better than : -5.59 vs. POIRX (-19.37).
| AEPCX | POIRX | AEPCX / POIRX | |
| Total Expense Ratio | 1.57 | 1.33 | 118% |
| Annual Report Gross Expense Ratio | 1.57 | 1.33 | 118% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 11.217 | -6.033 | -186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 27.6M | 496,377% |
| Annual Yield % from dividends | 2.06 | 0.00 | - |
| Returns for 1 year | 13.48 | -12.19 | -111% |
| Returns for 3 years | 28.39 | -2.25 | -1,263% |
| Returns for 5 years | -5.59 | -19.37 | 29% |
| Returns for 10 years | 51.98 | N/A | - |
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