Interact to see
Advertisement
Advertisement
AEPFX vs FIATX
AEPFX vs FIATX Comparison
Open Charts AEPFX vs FIATX
AEPFX vs FIATX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FIATX commentary
Aug 14, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FIATX (18B). AEPFX pays higher dividends than FIATX: AEPFX (2.72) vs FIATX (0.19). 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 : 7.70 vs. FIATX (2.35). FIATX return over 5 years is better than : 18.20 vs. AEPFX (-0.23).
| 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 | 7.556 | 8.835 | 86% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.72 | 0.19 | 1,422% |
| Returns for 1 year | 7.70 | 2.35 | 328% |
| Returns for 3 years | 26.84 | 43.46 | 62% |
| Returns for 5 years | -0.23 | 18.20 | -1% |
| Returns for 10 years | 55.41 | 123.23 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers