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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
Jul 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 Hold and ARTIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. ARTIX (6.72B). AEPFX pays higher dividends than ARTIX: AEPFX (2.70) vs ARTIX (1.48). 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 : 5.78 vs. ARTIX (0.59). AEPFX return over 5 years is better than : -3.46 vs. ARTIX (-3.86).
| 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 | 2.701 | 13.161 | 21% |
| 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 | 2.70 | 1.48 | 182% |
| Returns for 1 year | 5.78 | 0.59 | 981% |
| Returns for 3 years | 17.67 | 32.76 | 54% |
| Returns for 5 years | -3.46 | -3.86 | 90% |
| Returns for 10 years | 53.95 | 34.60 | 156% |
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