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AEPCX vs SSIFX
AEPCX vs SSIFX Comparison
Open Charts AEPCX vs SSIFX
AEPCX vs SSIFX Comparison Chart in %
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AEPCX vs. SSIFX commentary
Sep 13, 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 SSIFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. SSIFX (125M). AEPCX pays higher dividends than SSIFX: AEPCX (2.07) vs SSIFX (0.41). AEPCX was incepted earlier than SSIFX: AEPCX (26 years) vs SSIFX (31 years). AEPCX (1.58) is less costly to investors than SSIFX (1.01). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SSIFX (26.00). AEPCX has a lower initial minimum investment than SSIFX: AEPCX (250) vs SSIFX (1000). SSIFX annual gain was more profitable for investors over the last year : 3.43 vs. AEPCX (3.15). SSIFX return over 5 years is better than : 9.59 vs. AEPCX (-8.48).
| AEPCX | SSIFX | AEPCX / SSIFX | |
| Total Expense Ratio | 1.58 | 1.01 | 156% |
| Annual Report Gross Expense Ratio | 1.58 | 1.01 | 156% |
| Fund Existence | 26 years | 31 years | - |
| Gain YTD | 6.041 | 17.515 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 125M | 112,000% |
| Annual Yield % from dividends | 2.07 | 0.41 | 505% |
| Returns for 1 year | 3.15 | 3.43 | 92% |
| Returns for 3 years | 24.32 | 41.37 | 59% |
| Returns for 5 years | -8.48 | 9.59 | -88% |
| Returns for 10 years | 40.12 | 94.53 | 42% |
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