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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
Jul 14, 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: 141B vs. POIRX (24.7M). AEPCX pays higher dividends than POIRX: AEPCX (2.11) 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). AEPCX is a more actively managed with annual turnover of: 50.00 vs. POIRX (37.00). 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 : 4.09 vs. POIRX (-10.29). AEPCX return over 5 years is better than : -9.69 vs. POIRX (-18.72).
| AEPCX | POIRX | AEPCX / POIRX | |
| Total Expense Ratio | 1.58 | 1.33 | 119% |
| Annual Report Gross Expense Ratio | 1.58 | 1.33 | 119% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 1.869 | -5.115 | -37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 24.7M | 570,850% |
| Annual Yield % from dividends | 2.11 | 0.00 | - |
| Returns for 1 year | 4.09 | -10.29 | -40% |
| Returns for 3 years | 13.07 | -5.29 | -247% |
| Returns for 5 years | -9.69 | -18.72 | 52% |
| Returns for 10 years | 37.90 | N/A | - |
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