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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
Jun 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 Hold and AIIEX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIIEX (1.93B). AEPFX pays higher dividends than AIIEX: AEPFX (2.64) vs AIIEX (1.76). AEPFX was incepted earlier than AIIEX: AEPFX (18 years) vs AIIEX (34 years). AIIEX (1.27) is less costly to investors than AEPFX (0.58). AIIEX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (35.00). 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 : 15.11 vs. AIIEX (0.78). AEPFX return over 5 years is better than : 0.76 vs. AIIEX (-28.41).
| AEPFX | AIIEX | AEPFX / AIIEX | |
| Total Expense Ratio | 0.58 | 1.27 | 46% |
| Annual Report Gross Expense Ratio | 0.58 | 1.27 | 46% |
| Fund Existence | 18 years | 34 years | - |
| Gain YTD | 11.682 | 10.506 | 111% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.93B | 7,106% |
| Annual Yield % from dividends | 2.64 | 1.76 | 150% |
| Returns for 1 year | 15.11 | 0.78 | 1,928% |
| Returns for 3 years | 33.24 | 11.45 | 290% |
| Returns for 5 years | 0.76 | -28.41 | -3% |
| Returns for 10 years | 69.19 | -18.05 | -383% |
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