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AEPFX vs APHIX
AEPFX vs APHIX Comparison
Open Charts AEPFX vs APHIX
AEPFX vs APHIX Comparison Chart in %
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published Highlights
Market Cap
The average market capitalization across the group is 72.12B. The market cap for tickers in the group ranges from 6.82B to 137.41B. AEPFX holds the highest valuation in this group at 137.41B. The lowest valued company is APHIX at 6.82B.
High and low price notable news
The average weekly price growth across all stocks in the group was -1%. For the same group, the average monthly price growth was -0%, and the average quarterly price growth was 5%. AEPFX experienced the highest price growth at -1%, while APHIX experienced the biggest fall at -1%.
Volume
The average weekly volume growth across all stocks in the group was 0%. For the same stocks of the group, the average monthly volume growth was 0% and the average quarterly volume growth was 0%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating:
P/E Growth Rating:
Price Growth Rating:
SMR Rating:
Profit Risk Rating:
Seasonality Score: (-100 ... +100)
AEPFX vs. APHIX commentary
Sep 04, 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 StrongBuy and APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. APHIX (6.83B). AEPFX pays higher dividends than APHIX: AEPFX (2.64) vs APHIX (1.66). AEPFX was incepted earlier than APHIX: AEPFX (18 years) vs APHIX (29 years). APHIX (0.96) is less costly to investors than AEPFX (0.59). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than APHIX: AEPFX (250) vs APHIX (1000000). AEPFX annual gain was more profitable for investors over the last year : 8.85 vs. APHIX (0.09). AEPFX return over 5 years is better than : -2.57 vs. APHIX (-6.19).
| AEPFX | APHIX | AEPFX / APHIX | |
| Total Expense Ratio | 0.59 | 0.96 | 61% |
| Annual Report Gross Expense Ratio | 0.59 | 0.96 | 61% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 7.523 | 13.972 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.64 | 1.66 | 159% |
| Returns for 1 year | 8.85 | 0.09 | 10,203% |
| Returns for 3 years | 27.55 | 35.90 | 77% |
| Returns for 5 years | -2.57 | -6.19 | 41% |
| Returns for 10 years | 54.48 | 34.95 | 156% |
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