AEPCX
Price
$59.51
Change
-$0.09 (-0.15%)
Updated
Aug 3 closing price
Net Assets
140.66B
FCADX
Price
$61.74
Change
+$0.45 (+0.73%)
Updated
Aug 3 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
Aug 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 AEPCX is a Buy and FCADX is a Buy.

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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 (2.13) vs FCADX (1.94). 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 : 16.52 vs. AEPCX (7.45). FCADX return over 5 years is better than : 13.86 vs. AEPCX (-8.91).
AEPCXFCADXAEPCX / FCADX
Total Expense Ratio1.581.7093%
Annual Report Gross Expense Ratio1.581.7093%
Fund Existence25 years22 years-
Gain YTD3.01210.61228%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B13.2B1,068%
Annual Yield % from dividends2.131.94110%
Returns for 1 year7.4516.5245%
Returns for 3 years17.0352.8832%
Returns for 5 years-8.9113.86-64%
Returns for 10 years37.9374.3051%
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