AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
FCIWX
Price
$18.31
Change
-$0.00 (-0.00%)
Updated
Sep 11 closing price
Net Assets
449.61M
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AEPCX vs FCIWX

AEPCX vs FCIWX Comparison Chart in %
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AEPCX vs. FCIWX commentary
Sep 13, 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: 140B vs. FCIWX (450M). AEPCX pays higher dividends than FCIWX: AEPCX (2.07) vs FCIWX (0.85). AEPCX was incepted earlier than FCIWX: AEPCX (26 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 : 5.89 vs. AEPCX (3.15). FCIWX return over 5 years is better than : 15.55 vs. AEPCX (-8.48).
AEPCXFCIWXAEPCX / FCIWX
Total Expense Ratio1.580.80198%
Annual Report Gross Expense Ratio1.580.89178%
Fund Existence26 years9 years-
Gain YTD6.0412.006301%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets140B450M31,111%
Annual Yield % from dividends2.070.85244%
Returns for 1 year3.155.8953%
Returns for 3 years24.3228.6285%
Returns for 5 years-8.4815.55-55%
Returns for 10 years40.12N/A-
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