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AEPFX vs FIIIX
AEPFX vs FIIIX Comparison
Open Charts AEPFX vs FIIIX
AEPFX vs FIIIX Comparison Chart in %
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AEPFX vs. FIIIX commentary
Sep 02, 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 StrongBuy and FIIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FIIIX (6.37B). AEPFX pays higher dividends than FIIIX: AEPFX (2.64) vs FIIIX (0.62). AEPFX was incepted earlier than FIIIX: AEPFX (18 years) vs FIIIX (19 years). FIIIX (0.88) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FIIIX (39.00). FIIIX has a lower initial minimum investment than AEPFX: FIIIX (0) vs AEPFX (250). FIIIX annual gain was more profitable for investors over the last year : 10.82 vs. AEPFX (7.38). FIIIX return over 5 years is better than : 18.11 vs. AEPFX (-2.86).
| AEPFX | FIIIX | AEPFX / FIIIX | |
| Total Expense Ratio | 0.59 | 0.88 | 67% |
| Annual Report Gross Expense Ratio | 0.59 | 0.88 | 67% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 6.910 | 9.797 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.37B | 2,152% |
| Annual Yield % from dividends | 2.64 | 0.62 | 423% |
| Returns for 1 year | 7.38 | 10.82 | 68% |
| Returns for 3 years | 26.83 | 42.53 | 63% |
| Returns for 5 years | -2.86 | 18.11 | -16% |
| Returns for 10 years | 53.60 | 120.73 | 44% |
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