AEPCX
Price
$64.59
Change
+$0.34 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
FCADX
Price
$61.72
Change
+$0.47 (+0.77%)
Updated
Jun 2 closing price
Net Assets
12.97B
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AEPCX vs FCADX

Header iconAEPCX vs FCADX Comparison
Open Charts AEPCX vs FCADXBanner chart's image
AEPCX vs FCADX Comparison Chart in %
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AEPCX vs. FCADX commentary
Jun 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 Hold and FCADX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCADX (13B). AEPCX pays higher dividends than FCADX: AEPCX (2.06) vs FCADX (1.93). AEPCX was incepted earlier than FCADX: AEPCX (25 years) vs FCADX (21 years). FCADX (1.70) is less costly to investors than AEPCX (1.57). FCADX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (35.00). 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 : 16.05 vs. AEPCX (13.48). FCADX return over 5 years is better than : 14.21 vs. AEPCX (-5.59).
AEPCXFCADXAEPCX / FCADX
Total Expense Ratio1.571.7092%
Annual Report Gross Expense Ratio1.571.7092%
Fund Existence25 years21 years-
Gain YTD11.21710.540106%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B13B1,054%
Annual Yield % from dividends2.061.93107%
Returns for 1 year13.4816.0584%
Returns for 3 years28.3952.9354%
Returns for 5 years-5.5914.21-39%
Returns for 10 years51.9871.9372%
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