AEPCX
Price
$59.84
Change
-$0.02 (-0.03%)
Updated
Jul 10 closing price
Net Assets
140.66B
FCIWX
Price
$18.84
Change
+$0.03 (+0.16%)
Updated
Jul 10 closing price
Net Assets
482.55M
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AEPCX vs FCIWX

AEPCX vs FCIWX Comparison Chart in %
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AEPCX vs. FCIWX commentary
Jul 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 FCIWX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FCIWX (483M). AEPCX pays higher dividends than FCIWX: AEPCX (2.11) vs FCIWX (0.85). AEPCX was incepted earlier than FCIWX: AEPCX (25 years) vs FCIWX (9 years). AEPCX (1.58) is less costly to investors than FCIWX (0.89). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FCIWX (25.00). FCIWX has a lower initial minimum investment than AEPCX: FCIWX (0) vs AEPCX (250). FCIWX annual gain was more profitable for investors over the last year : 6.16 vs. AEPCX (5.02). FCIWX return over 5 years is better than : 24.87 vs. AEPCX (-7.80).
AEPCXFCIWXAEPCX / FCIWX
Total Expense Ratio1.580.80198%
Annual Report Gross Expense Ratio1.580.89178%
Fund Existence25 years9 years-
Gain YTD3.5834.95872%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B483M29,193%
Annual Yield % from dividends2.110.85250%
Returns for 1 year5.026.1682%
Returns for 3 years18.7228.8165%
Returns for 5 years-7.8024.87-31%
Returns for 10 years41.23N/A-
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