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AEPFX vs FILRX
AEPFX vs FILRX Comparison
Open Charts AEPFX vs FILRX
AEPFX vs FILRX Comparison Chart in %
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AEPFX vs. FILRX commentary
Sep 13, 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 FILRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. FILRX (581M). AEPFX pays higher dividends than FILRX: AEPFX (2.64) vs FILRX (0.65). AEPFX was incepted earlier than FILRX: AEPFX (18 years) vs FILRX (13 years). FILRX (0.84) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FILRX (25.70). AEPFX has a lower initial minimum investment than FILRX: AEPFX (250) vs FILRX (1000000). AEPFX annual gain was more profitable for investors over the last year : 4.84 vs. FILRX (-6.03). AEPFX return over 5 years is better than : -2.16 vs. FILRX (-23.51).
| AEPFX | FILRX | AEPFX / FILRX | |
| Total Expense Ratio | 0.59 | 0.76 | 78% |
| Annual Report Gross Expense Ratio | 0.59 | 0.84 | 70% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 7.092 | -1.314 | -540% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 581M | 24,096% |
| Annual Yield % from dividends | 2.64 | 0.65 | 409% |
| Returns for 1 year | 4.84 | -6.03 | -80% |
| Returns for 3 years | 29.39 | 19.04 | 154% |
| Returns for 5 years | -2.16 | -23.51 | 9% |
| Returns for 10 years | 56.42 | 62.36 | 90% |
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