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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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AEPFX vs. APHIX 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 APHIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. APHIX (6.72B). 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 : 10.87 vs. APHIX (4.82). APHIX return over 5 years is better than : 0.33 vs. AEPFX (-3.20).
| 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 | 4.076 | 15.868 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.72B | 2,129% |
| Annual Yield % from dividends | 2.64 | 1.66 | 159% |
| Returns for 1 year | 10.87 | 4.82 | 226% |
| Returns for 3 years | 24.32 | 40.73 | 60% |
| Returns for 5 years | -3.20 | 0.33 | -969% |
| Returns for 10 years | 66.65 | 47.60 | 140% |