AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
FCIWX
Price
$19.18
Change
+$0.10 (+0.52%)
Updated
Aug 21 closing price
Net Assets
475.34M
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AEPCX vs FCIWX

AEPCX vs FCIWX Comparison Chart in %
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AEPCX vs. FCIWX commentary
Aug 23, 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 StrongBuy and FCIWX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCIWX (475M). AEPCX pays higher dividends than FCIWX: AEPCX (2.13) vs FCIWX (0.86). 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 : 12.08 vs. AEPCX (7.17). FCIWX return over 5 years is better than : 24.90 vs. AEPCX (-3.27).
AEPCXFCIWXAEPCX / FCIWX
Total Expense Ratio1.580.80198%
Annual Report Gross Expense Ratio1.580.89178%
Fund Existence25 years9 years-
Gain YTD7.1846.852105%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B475M28,842%
Annual Yield % from dividends2.130.86247%
Returns for 1 year7.1712.0859%
Returns for 3 years26.1033.5478%
Returns for 5 years-3.2724.90-13%
Returns for 10 years40.04N/A-
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