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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
Jun 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 Hold and FIIIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FIIIX (8.27B). AEPFX pays higher dividends than FIIIX: AEPFX (2.64) vs FIIIX (0.63). AEPFX was incepted earlier than FIIIX: AEPFX (18 years) vs FIIIX (19 years). FIIIX (0.88) is less costly to investors than AEPFX (0.58). FIIIX is a more actively managed with annual turnover of: 39.00 vs. AEPFX (35.00). FIIIX has a lower initial minimum investment than AEPFX: FIIIX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. FIIIX (9.87). FIIIX return over 5 years is better than : 22.41 vs. AEPFX (0.76).
| AEPFX | FIIIX | AEPFX / FIIIX | |
| Total Expense Ratio | 0.58 | 0.88 | 66% |
| Annual Report Gross Expense Ratio | 0.58 | 0.88 | 66% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 11.682 | 5.869 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.64 | 0.63 | 421% |
| Returns for 1 year | 15.11 | 9.87 | 153% |
| Returns for 3 years | 33.24 | 35.90 | 93% |
| Returns for 5 years | 0.76 | 22.41 | 3% |
| Returns for 10 years | 69.19 | 117.95 | 59% |
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