Interact to see
Advertisement
Advertisement
AEPCX vs FCIRX
AEPCX vs FCIRX Comparison
Open Charts AEPCX vs FCIRX
AEPCX vs FCIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FCIRX commentary
Aug 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FCIRX (472M). AEPCX pays higher dividends than FCIRX: AEPCX (2.13) vs FCIRX (0.52). AEPCX was incepted earlier than FCIRX: AEPCX (25 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 : 12.27 vs. AEPCX (6.78). FCIRX return over 5 years is better than : 20.47 vs. AEPCX (-7.30).
| AEPCX | FCIRX | AEPCX / FCIRX | |
| Total Expense Ratio | 1.58 | 1.20 | 132% |
| Annual Report Gross Expense Ratio | 1.58 | 1.25 | 126% |
| Fund Existence | 25 years | 9 years | - |
| Gain YTD | 3.168 | 4.206 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 472M | 29,873% |
| Annual Yield % from dividends | 2.13 | 0.52 | 414% |
| Returns for 1 year | 6.78 | 12.27 | 55% |
| Returns for 3 years | 14.70 | 24.65 | 60% |
| Returns for 5 years | -7.30 | 20.47 | -36% |
| Returns for 10 years | 38.82 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement