AEPCX
Price
$60.95
Change
+$0.54 (+0.89%)
Updated
Jun 18 closing price
Net Assets
143.2B
SSIFX
Price
$28.12
Change
+$0.54 (+1.96%)
Updated
Jun 18 closing price
Net Assets
121.34M
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AEPCX vs SSIFX

AEPCX vs SSIFX Comparison Chart in %
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AEPCX vs. SSIFX commentary
Jun 20, 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 SSIFX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. SSIFX (121M). AEPCX pays higher dividends than SSIFX: AEPCX (2.06) vs SSIFX (0.41). AEPCX was incepted earlier than SSIFX: AEPCX (25 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 : 14.71 vs. AEPCX (10.87). SSIFX return over 5 years is better than : 28.06 vs. AEPCX (-5.81).
AEPCXSSIFXAEPCX / SSIFX
Total Expense Ratio1.581.01156%
Annual Report Gross Expense Ratio1.581.01156%
Fund Existence25 years31 years-
Gain YTD5.50518.98229%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B121M118,182%
Annual Yield % from dividends2.060.41498%
Returns for 1 year10.8714.7174%
Returns for 3 years14.7338.3638%
Returns for 5 years-5.8128.06-21%
Returns for 10 years45.89111.6741%
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