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AEPFX vs FIDZX
AEPFX vs FIDZX Comparison
Open Charts AEPFX vs FIDZX
AEPFX vs FIDZX Comparison Chart in %
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AEPFX vs. FIDZX commentary
Sep 17, 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 FIDZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. FIDZX (18.3B). AEPFX pays higher dividends than FIDZX: AEPFX (2.64) vs FIDZX (0.63). 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 : 2.83 vs. FIDZX (1.06). FIDZX return over 5 years is better than : 17.30 vs. AEPFX (-2.96).
| 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 | 5.584 | 6.280 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.64 | 0.63 | 417% |
| Returns for 1 year | 2.83 | 1.06 | 268% |
| Returns for 3 years | 27.06 | 45.04 | 60% |
| Returns for 5 years | -2.96 | 17.30 | -17% |
| Returns for 10 years | 53.93 | N/A | - |
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