Interact to see
Advertisement
Advertisement
AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
AEPFX vs FIDZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. FIDZX commentary
Aug 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 Buy and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FIDZX (18B). AEPFX pays higher dividends than FIDZX: AEPFX (2.72) vs FIDZX (0.65). AEPFX was incepted earlier than FIDZX: AEPFX (18 years) vs FIDZX (10 years). FIDZX (0.78) is less costly to investors than AEPFX (0.59). FIDZX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (50.00). FIDZX has a lower initial minimum investment than AEPFX: FIDZX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 9.18 vs. FIDZX (3.52). FIDZX return over 5 years is better than : 19.86 vs. AEPFX (-2.66).
| AEPFX | FIDZX | AEPFX / FIDZX | |
| Total Expense Ratio | 0.59 | 0.78 | 76% |
| Annual Report Gross Expense Ratio | 0.59 | 0.78 | 76% |
| Fund Existence | 18 years | 10 years | - |
| Gain YTD | 3.894 | 5.724 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.72 | 0.65 | 420% |
| Returns for 1 year | 9.18 | 3.52 | 261% |
| Returns for 3 years | 21.76 | 42.37 | 51% |
| Returns for 5 years | -2.66 | 19.86 | -13% |
| Returns for 10 years | 53.95 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers