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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
Jun 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 Hold and FCIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FCIRX (487M). AEPCX pays higher dividends than FCIRX: AEPCX (2.06) 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). AEPCX annual gain was more profitable for investors over the last year : 9.08 vs. FCIRX (8.24). FCIRX return over 5 years is better than : 20.88 vs. AEPCX (-9.45).
| 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 | 3.272 | 2.636 | 124% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 487M | 29,363% |
| Annual Yield % from dividends | 2.06 | 0.52 | 396% |
| Returns for 1 year | 9.08 | 8.24 | 110% |
| Returns for 3 years | 19.46 | 25.26 | 77% |
| Returns for 5 years | -9.45 | 20.88 | -45% |
| Returns for 10 years | 49.26 | N/A | - |