AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FCPAX
Price
$34.99
Change
+$0.26 (+0.75%)
Updated
Jul 31 closing price
Net Assets
18.02B
Interact to see
Advertisement

AEPCX vs FCPAX

AEPCX vs FCPAX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. FCPAX commentary
Aug 03, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FCPAX (18B). AEPCX pays higher dividends than FCPAX: AEPCX (2.13) vs FCPAX (0.40). AEPCX was incepted earlier than FCPAX: AEPCX (25 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 : 6.78 vs. FCPAX (1.58). FCPAX return over 5 years is better than : 18.80 vs. AEPCX (-7.30).
AEPCXFCPAXAEPCX / FCPAX
Total Expense Ratio1.581.14139%
Annual Report Gross Expense Ratio1.581.14139%
Fund Existence25 years29 years-
Gain YTD3.1685.48758%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B18B783%
Annual Yield % from dividends2.130.40537%
Returns for 1 year6.781.58429%
Returns for 3 years14.7037.7739%
Returns for 5 years-7.3018.80-39%
Returns for 10 years38.82123.2132%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
VSMIX34.570.36
+1.05%
Invesco Small Cap Value Y
CIHEX20.350.09
+0.44%
Calamos Hedged Equity I
VICEX23.510.01
+0.04%
USA Mutuals Vice Investor
FSMLX30.830.01
+0.03%
Franklin Small Cap Growth R6
KCEIX13.79-0.04
-0.29%
Knights of Columbus Long/Short Eq I