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AEPFX vs FIADX
AEPFX vs FIADX Comparison
Open Charts AEPFX vs FIADX
AEPFX vs FIADX Comparison Chart in %
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AEPFX vs. FIADX commentary
Jun 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 Hold and FIADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FIADX (13B). FIADX (2.72) and AEPFX (2.64) have matching dividends . AEPFX was incepted earlier than FIADX: AEPFX (18 years) vs FIADX (21 years). FIADX (0.70) is less costly to investors than AEPFX (0.58). FIADX is a more actively managed with annual turnover of: 54.00 vs. AEPFX (35.00). FIADX has a lower initial minimum investment than AEPFX: FIADX (0) vs AEPFX (250). FIADX annual gain was more profitable for investors over the last year : 17.32 vs. AEPFX (15.11). FIADX return over 5 years is better than : 20.62 vs. AEPFX (0.76).
| AEPFX | FIADX | AEPFX / FIADX | |
| Total Expense Ratio | 0.58 | 0.70 | 83% |
| Annual Report Gross Expense Ratio | 0.58 | 0.70 | 83% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 11.682 | 11.007 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.64 | 2.72 | 97% |
| Returns for 1 year | 15.11 | 17.32 | 87% |
| Returns for 3 years | 33.24 | 57.78 | 58% |
| Returns for 5 years | 0.76 | 20.62 | 4% |
| Returns for 10 years | 69.19 | 82.24 | 84% |
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