AEPCX
Price
$61.26
Change
-$0.21 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
FCPAX
Price
$36.19
Change
+$0.42 (+1.17%)
Updated
Sep 11 closing price
Net Assets
18.3B
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AEPCX vs FCPAX

AEPCX vs FCPAX Comparison Chart in %
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AEPCX vs. FCPAX commentary
Sep 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 FCPAX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FCPAX (18.3B). AEPCX pays higher dividends than FCPAX: AEPCX (2.07) vs FCPAX (0.39). AEPCX was incepted earlier than FCPAX: AEPCX (26 years) vs FCPAX (29 years). AEPCX (1.58) is less costly to investors than FCPAX (1.14). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (50.00). 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 : 3.15 vs. FCPAX (2.25). FCPAX return over 5 years is better than : 16.03 vs. AEPCX (-8.48).
AEPCXFCPAXAEPCX / FCPAX
Total Expense Ratio1.581.14139%
Annual Report Gross Expense Ratio1.581.14139%
Fund Existence26 years29 years-
Gain YTD6.0417.83877%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets140B18.3B765%
Annual Yield % from dividends2.070.39533%
Returns for 1 year3.152.25140%
Returns for 3 years24.3246.1953%
Returns for 5 years-8.4816.03-53%
Returns for 10 years40.12132.4430%
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