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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 25, 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: 141B 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 : 20.62 vs. AEPFX (2.62). FITMX return over 5 years is better than : 63.08 vs. AEPFX (-4.21).
| 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 | 1.823 | 10.799 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.24B | 11,371% |
| Annual Yield % from dividends | 2.70 | 2.30 | 117% |
| Returns for 1 year | 2.62 | 20.62 | 13% |
| Returns for 3 years | 17.19 | 72.32 | 24% |
| Returns for 5 years | -4.21 | 63.08 | -7% |
| Returns for 10 years | 52.23 | N/A | - |
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