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AEPFX vs FIATX
AEPFX vs FIATX Comparison
Open Charts AEPFX vs FIATX
AEPFX vs FIATX Comparison Chart in %
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AEPFX vs. FIATX commentary
Jul 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 Buy and FIATX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FIATX (18.5B). AEPFX pays higher dividends than FIATX: AEPFX (2.70) vs FIATX (0.18). AEPFX was incepted earlier than FIATX: AEPFX (18 years) vs FIATX (29 years). FIATX (1.39) is less costly to investors than AEPFX (0.59). FIATX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (50.00). FIATX has a lower initial minimum investment than AEPFX: FIATX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 7.84 vs. FIATX (6.37). FIATX return over 5 years is better than : 26.53 vs. AEPFX (-2.24).
| AEPFX | FIATX | AEPFX / FIATX | |
| Total Expense Ratio | 0.59 | 1.39 | 42% |
| Annual Report Gross Expense Ratio | 0.59 | 1.39 | 42% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 4.474 | 11.989 | 37% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 18.5B | 773% |
| Annual Yield % from dividends | 2.70 | 0.18 | 1,493% |
| Returns for 1 year | 7.84 | 6.37 | 123% |
| Returns for 3 years | 22.44 | 44.65 | 50% |
| Returns for 5 years | -2.24 | 26.53 | -8% |
| Returns for 10 years | 62.06 | 139.30 | 45% |
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