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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 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B 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 (0.59). 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 : 19.73 vs. AEPFX (10.87). FIIIX return over 5 years is better than : 28.56 vs. AEPFX (-3.20).
| 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 | 4.076 | 12.798 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 8.27B | 1,730% |
| Annual Yield % from dividends | 2.64 | 0.63 | 421% |
| Returns for 1 year | 10.87 | 19.73 | 55% |
| Returns for 3 years | 24.32 | 45.85 | 53% |
| Returns for 5 years | -3.20 | 28.56 | -11% |
| Returns for 10 years | 66.65 | 146.45 | 46% |
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