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AEPFX vs AIIYX
AEPFX vs AIIYX Comparison
Open Charts AEPFX vs AIIYX
AEPFX vs AIIYX Comparison Chart in %
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AEPFX vs. AIIYX 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 AIIYX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIIYX (1.9B). AEPFX pays higher dividends than AIIYX: AEPFX (2.72) vs AIIYX (1.97). AEPFX was incepted earlier than AIIYX: AEPFX (18 years) vs AIIYX (18 years). AIIYX (1.02) is less costly to investors than AEPFX (0.59). AEPFX (50.00) and AIIYX (50.00) have comparable annual turnover. AEPFX has a lower initial minimum investment than AIIYX: AEPFX (250) vs AIIYX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. AIIYX (1.73). AEPFX return over 5 years is better than : 3.40 vs. AIIYX (-23.55).
| AEPFX | AIIYX | AEPFX / AIIYX | |
| Total Expense Ratio | 0.59 | 1.02 | 58% |
| Annual Report Gross Expense Ratio | 0.59 | 1.02 | 58% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 8.169 | 12.441 | 66% |
| Front Load | N/A | N/A | - |
| 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 | 1.97 | 138% |
| Returns for 1 year | 8.91 | 1.73 | 515% |
| Returns for 3 years | 31.21 | 18.05 | 173% |
| Returns for 5 years | 3.40 | -23.55 | -14% |
| Returns for 10 years | 56.30 | -15.72 | -358% |
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