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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
Jun 04, 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. AIIYX (1.93B). AEPFX pays higher dividends than AIIYX: AEPFX (2.64) vs AIIYX (1.98). AEPFX was incepted earlier than AIIYX: AEPFX (18 years) vs AIIYX (18 years). AIIYX (1.02) is less costly to investors than AEPFX (0.58). AIIYX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (35.00). 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 : 15.11 vs. AIIYX (1.12). AEPFX return over 5 years is better than : 0.76 vs. AIIYX (-27.39).
| AEPFX | AIIYX | AEPFX / AIIYX | |
| Total Expense Ratio | 0.58 | 1.02 | 57% |
| Annual Report Gross Expense Ratio | 0.58 | 1.02 | 57% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 11.682 | 10.589 | 110% |
| Front Load | N/A | N/A | - |
| 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 | 1.98 | 133% |
| Returns for 1 year | 15.11 | 1.12 | 1,352% |
| Returns for 3 years | 33.24 | 12.35 | 269% |
| Returns for 5 years | 0.76 | -27.39 | -3% |
| Returns for 10 years | 69.19 | -16.01 | -432% |
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