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AEPFX vs ARTIX
AEPFX vs ARTIX Comparison
Open Charts AEPFX vs ARTIX
AEPFX vs ARTIX Comparison Chart in %
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AEPFX vs. ARTIX commentary
Aug 03, 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 ARTIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ARTIX (6.72B). AEPFX pays higher dividends than ARTIX: AEPFX (2.72) vs ARTIX (1.47). AEPFX was incepted earlier than ARTIX: AEPFX (18 years) vs ARTIX (31 years). ARTIX (1.19) is less costly to investors than AEPFX (0.59). ARTIX is a more actively managed with annual turnover of: 111.26 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than ARTIX: AEPFX (250) vs ARTIX (1000). AEPFX annual gain was more profitable for investors over the last year : 8.51 vs. ARTIX (1.16). AEPFX return over 5 years is better than : -0.90 vs. ARTIX (-2.35).
| AEPFX | ARTIX | AEPFX / ARTIX | |
| Total Expense Ratio | 0.59 | 1.19 | 50% |
| Annual Report Gross Expense Ratio | 0.59 | 1.19 | 50% |
| Fund Existence | 18 years | 31 years | - |
| Gain YTD | 4.060 | 15.338 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.72 | 1.47 | 185% |
| Returns for 1 year | 8.51 | 1.16 | 732% |
| Returns for 3 years | 19.36 | 35.78 | 54% |
| Returns for 5 years | -0.90 | -2.35 | 38% |
| Returns for 10 years | 54.97 | 36.20 | 152% |
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