AEPCX
Price
$59.73
Change
-$0.15 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
RERAX
Price
$57.93
Change
-$0.15 (-0.26%)
Updated
Jul 2 closing price
Net Assets
143.2B
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AEPCX vs RERAX

AEPCX vs RERAX Comparison Chart in %
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AEPCX vs. RERAX commentary
Jul 07, 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 RERAX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX (143B) and RERAX (143B) have equal amount of cash in the bank . RERAX pays higher dividends than AEPCX: RERAX (2.25) vs AEPCX (2.11). AEPCX was incepted earlier than RERAX: AEPCX (25 years) vs RERAX (24 years). AEPCX (1.58) and RERAX (1.57) have similar cost to investors . AEPCX (50.00) and RERAX (50.00) have comparable annual turnover. AEPCX (250) and RERAX (250) have matching initial minimum investment requirements. AEPCX annual gain was more profitable for investors over the last year : 5.43 vs. RERAX (4.99). AEPCX return over 5 years is better than : -8.77 vs. RERAX (-9.47).
AEPCXRERAXAEPCX / RERAX
Total Expense Ratio1.581.57101%
Annual Report Gross Expense Ratio1.581.57101%
Fund Existence25 years24 years-
Gain YTD3.3933.207106%
Front LoadN/AN/A-
Min. Initial Investment250250100%
Min. Initial Investment IRAN/AN/A-
Net Assets143B143B100%
Annual Yield % from dividends2.112.2594%
Returns for 1 year5.434.99109%
Returns for 3 years17.8417.10104%
Returns for 5 years-8.77-9.4793%
Returns for 10 years44.8042.88104%
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