AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
FCADX
Price
$62.37
Change
-$0.26 (-0.42%)
Updated
Aug 20 closing price
Net Assets
6.88B
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AEPCX vs FCADX

AEPCX vs FCADX Comparison Chart in %
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AEPCX vs. FCADX commentary
Aug 24, 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 StrongBuy and FCADX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCADX (6.88B). 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 : 14.24 vs. AEPCX (7.17). FCADX return over 5 years is better than : 16.87 vs. AEPCX (-3.27).
AEPCXFCADXAEPCX / FCADX
Total Expense Ratio1.581.7093%
Annual Report Gross Expense Ratio1.581.7093%
Fund Existence25 years22 years-
Gain YTD7.18412.56157%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B6.88B1,991%
Annual Yield % from dividends2.131.94110%
Returns for 1 year7.1714.2450%
Returns for 3 years26.1060.6643%
Returns for 5 years-3.2716.87-19%
Returns for 10 years40.0474.0654%
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