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AEPCX vs SIFZX
AEPCX vs SIFZX Comparison
Open Charts AEPCX vs SIFZX
AEPCX vs SIFZX Comparison Chart in %
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AEPCX vs. SIFZX commentary
Sep 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 Buy and SIFZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. SIFZX (126M). AEPCX pays higher dividends than SIFZX: AEPCX (2.07) vs SIFZX (0.64). AEPCX was incepted earlier than SIFZX: AEPCX (26 years) vs SIFZX (9 years). AEPCX (1.58) is less costly to investors than SIFZX (0.80). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SIFZX (26.00). AEPCX has a lower initial minimum investment than SIFZX: AEPCX (250) vs SIFZX (1000). SIFZX annual gain was more profitable for investors over the last year : 3.68 vs. AEPCX (3.15). SIFZX return over 5 years is better than : 10.85 vs. AEPCX (-8.48).
| AEPCX | SIFZX | AEPCX / SIFZX | |
| Total Expense Ratio | 1.58 | 0.75 | 211% |
| Annual Report Gross Expense Ratio | 1.58 | 0.80 | 198% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 6.041 | 17.589 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 126M | 111,111% |
| Annual Yield % from dividends | 2.07 | 0.64 | 323% |
| Returns for 1 year | 3.15 | 3.68 | 86% |
| Returns for 3 years | 24.32 | 42.40 | 57% |
| Returns for 5 years | -8.48 | 10.85 | -78% |
| Returns for 10 years | 40.12 | N/A | - |
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