Interact to see
Advertisement
Advertisement
AEPFX vs ARTIX
AEPFX vs ARTIX Comparison
Open Charts AEPFX vs ARTIX
AEPFX vs ARTIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. ARTIX commentary
Sep 13, 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: 140B vs. ARTIX (6.8B). AEPFX pays higher dividends than ARTIX: AEPFX (2.64) 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 : 4.84 vs. ARTIX (-4.37). AEPFX return over 5 years is better than : -2.16 vs. ARTIX (-6.37).
| 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 | 7.092 | 12.458 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.8B | 2,058% |
| Annual Yield % from dividends | 2.64 | 1.48 | 178% |
| Returns for 1 year | 4.84 | -4.37 | -111% |
| Returns for 3 years | 29.39 | 33.71 | 87% |
| Returns for 5 years | -2.16 | -6.37 | 34% |
| Returns for 10 years | 56.42 | 33.09 | 171% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement