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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
Sep 13, 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 APDIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. APDIX (6.8B). AEPFX pays higher dividends than APDIX: AEPFX (2.64) 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 : 4.84 vs. APDIX (-4.36). AEPFX return over 5 years is better than : -2.16 vs. APDIX (-5.98).
| 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 | 7.092 | 12.546 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.8B | 2,058% |
| Annual Yield % from dividends | 2.64 | 1.61 | 165% |
| Returns for 1 year | 4.84 | -4.36 | -111% |
| Returns for 3 years | 29.39 | 34.01 | 86% |
| Returns for 5 years | -2.16 | -5.98 | 36% |
| Returns for 10 years | 56.42 | 34.54 | 163% |
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