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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. APDIX (6.72B). AEPFX pays higher dividends than APDIX: AEPFX (2.64) vs APDIX (1.60). 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 : 14.47 vs. APDIX (4.45). AEPFX return over 5 years is better than : 0.46 vs. APDIX (-0.64).
| 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 | 7.158 | 15.818 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.72B | 2,129% |
| Annual Yield % from dividends | 2.64 | 1.60 | 164% |
| Returns for 1 year | 14.47 | 4.45 | 325% |
| Returns for 3 years | 28.00 | 39.85 | 70% |
| Returns for 5 years | 0.46 | -0.64 | -71% |
| Returns for 10 years | 71.59 | 45.42 | 158% |
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