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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
Jun 14, 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 FITMX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FITMX (1.18B). AEPFX pays higher dividends than FITMX: AEPFX (2.64) vs FITMX (2.35). 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 : 24.74 vs. AEPFX (14.55). FITMX return over 5 years is better than : 65.27 vs. AEPFX (-2.09).
| 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 | 9.925 | 11.570 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.18B | 12,098% |
| Annual Yield % from dividends | 2.64 | 2.35 | 112% |
| Returns for 1 year | 14.55 | 24.74 | 59% |
| Returns for 3 years | 28.36 | 77.25 | 37% |
| Returns for 5 years | -2.09 | 65.27 | -3% |
| Returns for 10 years | 74.43 | N/A | - |
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