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AEPCX vs FCPIX
AEPCX vs FCPIX Comparison
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AEPCX vs FCPIX Comparison Chart in %
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AEPCX vs. FCPIX 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 FCPIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCPIX (18B). AEPCX pays higher dividends than FCPIX: AEPCX (2.13) vs FCPIX (0.52). AEPCX was incepted earlier than FCPIX: AEPCX (25 years) vs FCPIX (29 years). AEPCX (1.58) is less costly to investors than FCPIX (0.89). FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (50.00). FCPIX has a lower initial minimum investment than AEPCX: FCPIX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. FCPIX (3.84). FCPIX return over 5 years is better than : 22.75 vs. AEPCX (-3.27).
| AEPCX | FCPIX | AEPCX / FCPIX | |
| Total Expense Ratio | 1.58 | 0.89 | 178% |
| Annual Report Gross Expense Ratio | 1.58 | 0.89 | 178% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 7.184 | 8.217 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.13 | 0.52 | 411% |
| Returns for 1 year | 7.17 | 3.84 | 187% |
| Returns for 3 years | 26.10 | 48.23 | 54% |
| Returns for 5 years | -3.27 | 22.75 | -14% |
| Returns for 10 years | 40.04 | 131.12 | 31% |
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