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AEPCX vs FCIRX
AEPCX vs FCIRX Comparison
Open Charts AEPCX vs FCIRX
AEPCX vs FCIRX Comparison Chart in %
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AEPCX vs. FCIRX commentary
Sep 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 AEPCX is a Buy and FCIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FCIRX (450M). AEPCX pays higher dividends than FCIRX: AEPCX (2.07) vs FCIRX (0.51). AEPCX was incepted earlier than FCIRX: AEPCX (26 years) vs FCIRX (9 years). AEPCX (1.58) is less costly to investors than FCIRX (1.25). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FCIRX (25.00). AEPCX has a lower initial minimum investment than FCIRX: AEPCX (250) vs FCIRX (15000). FCIRX annual gain was more profitable for investors over the last year : 5.49 vs. AEPCX (3.15). FCIRX return over 5 years is better than : 13.37 vs. AEPCX (-8.48).
| AEPCX | FCIRX | AEPCX / FCIRX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 26 years | 9 years | - |
| Gain YTD | 6.041 | 1.795 | 337% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 450M | 31,111% |
| Annual Yield % from dividends | 2.07 | 0.51 | 410% |
| Returns for 1 year | 3.15 | 5.49 | 57% |
| Returns for 3 years | 24.32 | 27.33 | 89% |
| Returns for 5 years | -8.48 | 13.37 | -63% |
| Returns for 10 years | 40.12 | N/A | - |
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