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AEPFX vs AIIEX
AEPFX vs AIIEX Comparison
Open Charts AEPFX vs AIIEX
AEPFX vs AIIEX Comparison Chart in %
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AEPFX vs. AIIEX commentary
Aug 23, 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 StrongBuy and AIIEX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIIEX (1.9B). 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 : 8.91 vs. AIIEX (1.40). AEPFX return over 5 years is better than : 3.40 vs. AIIEX (-24.63).
| 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 | 8.169 | 12.273 | 67% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.9B | 7,222% |
| Annual Yield % from dividends | 2.72 | 1.75 | 155% |
| Returns for 1 year | 8.91 | 1.40 | 637% |
| Returns for 3 years | 31.21 | 17.04 | 183% |
| Returns for 5 years | 3.40 | -24.63 | -14% |
| Returns for 10 years | 56.30 | -17.77 | -317% |
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