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AEPCX vs FCPIX
AEPCX vs FCPIX Comparison
Open Charts AEPCX vs FCPIX
AEPCX vs FCPIX Comparison Chart in %
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AEPCX vs. FCPIX commentary
Jun 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 Hold and FCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FCPIX (16.6B). AEPCX pays higher dividends than FCPIX: AEPCX (2.06) vs FCPIX (0.51). AEPCX was incepted earlier than FCPIX: AEPCX (25 years) vs FCPIX (29 years). AEPCX (1.57) is less costly to investors than FCPIX (0.89). FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEPCX (35.00). 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 : 13.48 vs. FCPIX (7.03). FCPIX return over 5 years is better than : 28.76 vs. AEPCX (-5.59).
| AEPCX | FCPIX | AEPCX / FCPIX | |
| Total Expense Ratio | 1.57 | 0.89 | 176% |
| Annual Report Gross Expense Ratio | 1.57 | 0.89 | 176% |
| Fund Existence | 25 years | 29 years | - |
| Gain YTD | 11.217 | 8.969 | 125% |
| Front Load | N/A | N/A | - |
| 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 | 0.51 | 408% |
| Returns for 1 year | 13.48 | 7.03 | 192% |
| Returns for 3 years | 28.39 | 46.68 | 61% |
| Returns for 5 years | -5.59 | 28.76 | -19% |
| Returns for 10 years | 51.98 | 138.58 | 38% |
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