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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 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 AIIYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AIIYX (1.88B). 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 : 8.51 vs. AIIYX (2.51). AEPFX return over 5 years is better than : -0.90 vs. AIIYX (-26.29).
| 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 | 4.060 | 10.161 | 40% |
| Front Load | N/A | N/A | - |
| 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 | 1.97 | 138% |
| Returns for 1 year | 8.51 | 2.51 | 339% |
| Returns for 3 years | 19.36 | 9.24 | 210% |
| Returns for 5 years | -0.90 | -26.29 | 3% |
| Returns for 10 years | 54.97 | -15.73 | -349% |
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