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AEPFX vs PRIUX
AEPFX vs PRIUX Comparison
Open Charts AEPFX vs PRIUX
AEPFX vs PRIUX Comparison Chart in %
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AEPFX vs. PRIUX commentary
Jun 12, 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 PRIUX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. PRIUX (13.7B). AEPFX pays higher dividends than PRIUX: AEPFX (2.64) vs PRIUX (2.20). AEPFX was incepted earlier than PRIUX: AEPFX (18 years) vs PRIUX (11 years). PRIUX (0.69) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. PRIUX (40.20). AEPFX has a lower initial minimum investment than PRIUX: AEPFX (250) vs PRIUX (500000). AEPFX annual gain was more profitable for investors over the last year : 11.00 vs. PRIUX (4.21). PRIUX return over 5 years is better than : 4.70 vs. AEPFX (-5.62).
| AEPFX | PRIUX | AEPFX / PRIUX | |
| Total Expense Ratio | 0.59 | 0.68 | 87% |
| Annual Report Gross Expense Ratio | 0.59 | 0.69 | 86% |
| Fund Existence | 18 years | 11 years | - |
| Gain YTD | 5.965 | 7.040 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13.7B | 1,044% |
| Annual Yield % from dividends | 2.64 | 2.20 | 120% |
| Returns for 1 year | 11.00 | 4.21 | 261% |
| Returns for 3 years | 25.90 | 29.15 | 89% |
| Returns for 5 years | -5.62 | 4.70 | -120% |
| Returns for 10 years | 63.38 | 65.42 | 97% |
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