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AEPFX vs FTADX
AEPFX vs FTADX Comparison
Open Charts AEPFX vs FTADX
AEPFX vs FTADX Comparison Chart in %
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AEPFX vs. FTADX commentary
Jul 21, 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 FTADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FTADX (13.2B). AEPFX pays higher dividends than FTADX: AEPFX (2.70) vs FTADX (2.25). AEPFX was incepted earlier than FTADX: AEPFX (18 years) vs FTADX (22 years). FTADX (1.20) is less costly to investors than AEPFX (0.59). FTADX is a more actively managed with annual turnover of: 54.00 vs. AEPFX (50.00). FTADX has a lower initial minimum investment than AEPFX: FTADX (0) vs AEPFX (250). FTADX annual gain was more profitable for investors over the last year : 12.71 vs. AEPFX (4.21). FTADX return over 5 years is better than : 18.67 vs. AEPFX (-3.66).
| AEPFX | FTADX | AEPFX / FTADX | |
| Total Expense Ratio | 0.59 | 1.20 | 49% |
| Annual Report Gross Expense Ratio | 0.59 | 1.20 | 49% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 1.475 | 8.981 | 16% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.70 | 2.25 | 120% |
| Returns for 1 year | 4.21 | 12.71 | 33% |
| Returns for 3 years | 17.02 | 49.24 | 35% |
| Returns for 5 years | -3.66 | 18.67 | -20% |
| Returns for 10 years | 52.01 | 78.77 | 66% |
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