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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
Jul 07, 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: 143B vs. AIIYX (1.88B). AEPFX pays higher dividends than AIIYX: AEPFX (2.70) vs AIIYX (1.96). 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 : 7.12 vs. AIIYX (-1.89). AEPFX return over 5 years is better than : -2.50 vs. AIIYX (-27.90).
| 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 | 4.192 | 9.212 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.88B | 7,598% |
| Annual Yield % from dividends | 2.70 | 1.96 | 138% |
| Returns for 1 year | 7.12 | -1.89 | -376% |
| Returns for 3 years | 22.63 | 8.58 | 264% |
| Returns for 5 years | -2.50 | -27.90 | 9% |
| Returns for 10 years | 61.63 | -14.43 | -427% |
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