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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
Jun 04, 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 DILRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. DILRX (1.47B). AEPFX pays higher dividends than DILRX: AEPFX (2.64) vs DILRX (1.80). AEPFX was incepted earlier than DILRX: AEPFX (18 years) vs DILRX (13 years). AEPFX (0.58) is less costly to investors than DILRX (0.27). AEPFX is a more actively managed with annual turnover of: 35.00 vs. DILRX (13.00). DILRX has a lower initial minimum investment than AEPFX: DILRX (0) vs AEPFX (250). AEPFX (15.11) and DILRX (14.67) have marching annual gain over last year. DILRX return over 5 years is better than : 33.81 vs. AEPFX (0.76).
| AEPFX | DILRX | AEPFX / DILRX | |
| Total Expense Ratio | 0.58 | 0.27 | 215% |
| Annual Report Gross Expense Ratio | 0.58 | 0.27 | 215% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.682 | 7.875 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.47B | 9,301% |
| Annual Yield % from dividends | 2.64 | 1.80 | 146% |
| Returns for 1 year | 15.11 | 14.67 | 103% |
| Returns for 3 years | 33.24 | 47.65 | 70% |
| Returns for 5 years | 0.76 | 33.81 | 2% |
| Returns for 10 years | 69.19 | 108.69 | 64% |
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