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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
Aug 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 Buy and APHIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. APHIX (6.83B). AEPFX pays higher dividends than APHIX: AEPFX (2.72) vs APHIX (1.65). 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 : 7.70 vs. APHIX (0.44). AEPFX return over 5 years is better than : -0.23 vs. APHIX (-1.56).
| 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 | 7.556 | 16.933 | 45% |
| 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 | 2.72 | 1.65 | 165% |
| Returns for 1 year | 7.70 | 0.44 | 1,746% |
| Returns for 3 years | 26.84 | 38.80 | 69% |
| Returns for 5 years | -0.23 | -1.56 | 15% |
| Returns for 10 years | 55.41 | 38.94 | 142% |
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