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AEPCX vs FDVAX
AEPCX vs FDVAX Comparison
Open Charts AEPCX vs FDVAX
AEPCX vs FDVAX Comparison Chart in %
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AEPCX vs. FDVAX commentary
Aug 15, 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 FDVAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FDVAX (1.83B). AEPCX pays higher dividends than FDVAX: AEPCX (2.13) vs FDVAX (1.23). AEPCX was incepted earlier than FDVAX: AEPCX (25 years) vs FDVAX (28 years). AEPCX (1.58) is less costly to investors than FDVAX (1.11). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FDVAX (46.00). FDVAX has a lower initial minimum investment than AEPCX: FDVAX (0) vs AEPCX (250). FDVAX annual gain was more profitable for investors over the last year : 9.32 vs. AEPCX (6.36). FDVAX return over 5 years is better than : 4.46 vs. AEPCX (-6.60).
| AEPCX | FDVAX | AEPCX / FDVAX | |
| Total Expense Ratio | 1.58 | 1.11 | 142% |
| Annual Report Gross Expense Ratio | 1.58 | 1.11 | 142% |
| Fund Existence | 25 years | 28 years | - |
| Gain YTD | 6.682 | 16.299 | 41% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.83B | 7,474% |
| Annual Yield % from dividends | 2.13 | 1.23 | 173% |
| Returns for 1 year | 6.36 | 9.32 | 68% |
| Returns for 3 years | 23.78 | 37.30 | 64% |
| Returns for 5 years | -6.60 | 4.46 | -148% |
| Returns for 10 years | 39.51 | 70.46 | 56% |
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