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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
Jul 14, 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 FCIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FCIRX (483M). AEPCX pays higher dividends than FCIRX: AEPCX (2.11) vs FCIRX (0.51). 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 : 6.92 vs. AEPCX (4.09). FCIRX return over 5 years is better than : 21.20 vs. AEPCX (-9.69).
| 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 | 1.869 | 4.375 | 43% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 483M | 29,193% |
| Annual Yield % from dividends | 2.11 | 0.51 | 419% |
| Returns for 1 year | 4.09 | 6.92 | 59% |
| Returns for 3 years | 13.07 | 21.95 | 60% |
| Returns for 5 years | -9.69 | 21.20 | -46% |
| Returns for 10 years | 37.90 | N/A | - |
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