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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
Sep 04, 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 StrongBuy and FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FTADX (6.98B). AEPFX pays higher dividends than FTADX: AEPFX (2.64) vs FTADX (2.26). 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 : 15.64 vs. AEPFX (8.85). FTADX return over 5 years is better than : 13.81 vs. AEPFX (-2.57).
| 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 | 7.523 | 12.420 | 61% |
| Front Load | N/A | 4% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.98B | 1,964% |
| Annual Yield % from dividends | 2.64 | 2.26 | 117% |
| Returns for 1 year | 8.85 | 15.64 | 57% |
| Returns for 3 years | 27.55 | 59.70 | 46% |
| Returns for 5 years | -2.57 | 13.81 | -19% |
| Returns for 10 years | 54.48 | 77.59 | 70% |
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