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AEPCX vs FCPAX
AEPCX vs FCPAX Comparison
Open Charts AEPCX vs FCPAX
AEPCX vs FCPAX Comparison Chart in %
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AEPCX vs. FCPAX commentary
Jun 04, 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 FCPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCPAX (16.6B). AEPCX pays higher dividends than FCPAX: AEPCX (2.06) vs FCPAX (0.39). AEPCX was incepted earlier than FCPAX: AEPCX (25 years) vs FCPAX (29 years). AEPCX (1.57) is less costly to investors than FCPAX (1.14). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (35.00). FCPAX has a lower initial minimum investment than AEPCX: FCPAX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. FCPAX (6.34). FCPAX return over 5 years is better than : 26.57 vs. AEPCX (-5.59).
| AEPCX | FCPAX | AEPCX / FCPAX | |
| Total Expense Ratio | 1.57 | 1.14 | 138% |
| Annual Report Gross Expense Ratio | 1.57 | 1.14 | 138% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 11.217 | 8.833 | 127% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 16.6B | 825% |
| Annual Yield % from dividends | 2.06 | 0.39 | 533% |
| Returns for 1 year | 13.48 | 6.34 | 213% |
| Returns for 3 years | 28.39 | 44.96 | 63% |
| Returns for 5 years | -5.59 | 26.57 | -21% |
| Returns for 10 years | 51.98 | 133.39 | 39% |
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