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AEPCX vs FNGAX
AEPCX vs FNGAX Comparison
Open Charts AEPCX vs FNGAX
AEPCX vs FNGAX Comparison Chart in %
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AEPCX vs. FNGAX 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 FNGAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FNGAX (581M). AEPCX pays higher dividends than FNGAX: AEPCX (2.07) vs FNGAX (0.31). AEPCX was incepted earlier than FNGAX: AEPCX (26 years) vs FNGAX (18 years). AEPCX (1.58) is less costly to investors than FNGAX (1.21). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FNGAX (25.70). AEPCX has a lower initial minimum investment than FNGAX: AEPCX (250) vs FNGAX (1000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. FNGAX (-6.45). AEPCX return over 5 years is better than : -8.48 vs. FNGAX (-24.89).
| AEPCX | FNGAX | AEPCX / FNGAX | |
| Total Expense Ratio | 1.58 | 1.12 | 141% |
| Annual Report Gross Expense Ratio | 1.58 | 1.21 | 131% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 6.041 | -1.620 | -373% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 581M | 24,096% |
| Annual Yield % from dividends | 2.07 | 0.31 | 660% |
| Returns for 1 year | 3.15 | -6.45 | -49% |
| Returns for 3 years | 24.32 | 17.75 | 137% |
| Returns for 5 years | -8.48 | -24.89 | 34% |
| Returns for 10 years | 40.12 | 58.91 | 68% |
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