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AEPFX vs AIIEX
AEPFX vs AIIEX Comparison
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AEPFX vs AIIEX Comparison Chart in %
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AEPFX vs. AIIEX commentary
Aug 03, 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 AEPFX is a Buy and AIIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIIEX (1.88B). AEPFX pays higher dividends than AIIEX: AEPFX (2.72) vs AIIEX (1.75). AEPFX was incepted earlier than AIIEX: AEPFX (18 years) vs AIIEX (34 years). AIIEX (1.27) is less costly to investors than AEPFX (0.59). AEPFX (50.00) and AIIEX (50.00) have comparable annual turnover. AEPFX has a lower initial minimum investment than AIIEX: AEPFX (250) vs AIIEX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.51 vs. AIIEX (2.18). AEPFX return over 5 years is better than : -0.90 vs. AIIEX (-27.34).
| AEPFX | AIIEX | AEPFX / AIIEX | |
| Total Expense Ratio | 0.59 | 1.27 | 46% |
| Annual Report Gross Expense Ratio | 0.59 | 1.27 | 46% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 4.060 | 10.029 | 40% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.88B | 7,508% |
| Annual Yield % from dividends | 2.72 | 1.75 | 155% |
| Returns for 1 year | 8.51 | 2.18 | 390% |
| Returns for 3 years | 19.36 | 8.34 | 232% |
| Returns for 5 years | -0.90 | -27.34 | 3% |
| Returns for 10 years | 54.97 | -17.75 | -310% |
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