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AEPFX vs FITMX
AEPFX vs FITMX Comparison
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AEPFX vs FITMX Comparison Chart in %
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AEPFX vs. FITMX commentary
Jul 05, 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 FITMX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FITMX (1.24B). AEPFX pays higher dividends than FITMX: AEPFX (2.70) vs FITMX (2.30). AEPFX was incepted earlier than FITMX: AEPFX (18 years) vs FITMX (6 years). AEPFX (0.59) is less costly to investors than FITMX (0.18). FITMX is a more actively managed with annual turnover of: 68.00 vs. AEPFX (50.00). FITMX has a lower initial minimum investment than AEPFX: FITMX (0) vs AEPFX (250). FITMX annual gain was more profitable for investors over the last year : 24.09 vs. AEPFX (7.12). FITMX return over 5 years is better than : 67.64 vs. AEPFX (-2.50).
| AEPFX | FITMX | AEPFX / FITMX | |
| Total Expense Ratio | 0.59 | 0.18 | 328% |
| Annual Report Gross Expense Ratio | 0.59 | 0.18 | 328% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.192 | 12.121 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.24B | 11,532% |
| Annual Yield % from dividends | 2.70 | 2.30 | 117% |
| Returns for 1 year | 7.12 | 24.09 | 30% |
| Returns for 3 years | 22.63 | 77.28 | 29% |
| Returns for 5 years | -2.50 | 67.64 | -4% |
| Returns for 10 years | 61.63 | N/A | - |
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