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AEPFX vs APDIX
AEPFX vs APDIX Comparison
Open Charts AEPFX vs APDIX
AEPFX vs APDIX Comparison Chart in %
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AEPFX vs. APDIX commentary
Jul 14, 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 APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. APDIX (6.72B). AEPFX pays higher dividends than APDIX: AEPFX (2.70) vs APDIX (1.61). AEPFX was incepted earlier than APDIX: AEPFX (18 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEPFX (0.59). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than APDIX: AEPFX (250) vs APDIX (250000). AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. APDIX (0.58). AEPFX (-3.46) and APDIX (-3.47) have equivalent 5 years return.
| AEPFX | APDIX | AEPFX / APDIX | |
| Total Expense Ratio | 0.59 | 1.05 | 56% |
| Annual Report Gross Expense Ratio | 0.59 | 1.05 | 56% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 2.701 | 13.221 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.70 | 1.61 | 168% |
| Returns for 1 year | 5.78 | 0.58 | 1,005% |
| Returns for 3 years | 17.67 | 33.07 | 53% |
| Returns for 5 years | -3.46 | -3.47 | 100% |
| Returns for 10 years | 53.95 | 36.04 | 150% |
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