AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
FCADX
Price
$60.83
Change
-$0.86 (-1.39%)
Updated
Jul 13 closing price
Net Assets
13.18B
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AEPCX vs FCADX

AEPCX vs FCADX Comparison Chart in %
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AEPCX vs. FCADX commentary
Jul 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 AEPCX is a Hold and FCADX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FCADX (13.2B). AEPCX pays higher dividends than FCADX: AEPCX (2.11) vs FCADX (1.90). AEPCX was incepted earlier than FCADX: AEPCX (25 years) vs FCADX (22 years). FCADX (1.70) is less costly to investors than AEPCX (1.58). FCADX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). FCADX has a lower initial minimum investment than AEPCX: FCADX (0) vs AEPCX (250). FCADX annual gain was more profitable for investors over the last year : 14.74 vs. AEPCX (4.09). FCADX return over 5 years is better than : 16.44 vs. AEPCX (-9.69).
AEPCXFCADXAEPCX / FCADX
Total Expense Ratio1.581.7093%
Annual Report Gross Expense Ratio1.581.7093%
Fund Existence25 years22 years-
Gain YTD1.86911.33416%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B13.2B1,068%
Annual Yield % from dividends2.111.90111%
Returns for 1 year4.0914.7428%
Returns for 3 years13.0748.9227%
Returns for 5 years-9.6916.44-59%
Returns for 10 years37.9078.1548%
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