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AEPFX vs DILRX
AEPFX vs DILRX Comparison
Open Charts AEPFX vs DILRX
AEPFX vs DILRX Comparison Chart in %
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AEPFX vs. DILRX 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 DILRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. DILRX (1.62B). AEPFX pays higher dividends than DILRX: AEPFX (2.64) vs DILRX (1.72). AEPFX was incepted earlier than DILRX: AEPFX (18 years) vs DILRX (14 years). AEPFX (0.59) is less costly to investors than DILRX (0.27). AEPFX is a more actively managed with annual turnover of: 50.00 vs. DILRX (13.00). DILRX has a lower initial minimum investment than AEPFX: DILRX (0) vs AEPFX (250). DILRX annual gain was more profitable for investors over the last year : 10.94 vs. AEPFX (4.84). DILRX return over 5 years is better than : 26.54 vs. AEPFX (-2.16).
| AEPFX | DILRX | AEPFX / DILRX | |
| Total Expense Ratio | 0.59 | 0.27 | 219% |
| Annual Report Gross Expense Ratio | 0.59 | 0.27 | 219% |
| Fund Existence | 18 years | 14 years | - |
| Gain YTD | 7.092 | 8.112 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.62B | 8,653% |
| Annual Yield % from dividends | 2.64 | 1.72 | 154% |
| Returns for 1 year | 4.84 | 10.94 | 44% |
| Returns for 3 years | 29.39 | 50.71 | 58% |
| Returns for 5 years | -2.16 | 26.54 | -8% |
| Returns for 10 years | 56.42 | 111.16 | 51% |
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