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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
Jun 04, 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 FNGAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FNGAX (640M). AEPCX pays higher dividends than FNGAX: AEPCX (2.06) vs FNGAX (0.32). AEPCX was incepted earlier than FNGAX: AEPCX (25 years) vs FNGAX (18 years). AEPCX (1.57) is less costly to investors than FNGAX (1.21). AEPCX is a more actively managed with annual turnover of: 35.00 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 : 13.48 vs. FNGAX (-3.88). AEPCX return over 5 years is better than : -5.59 vs. FNGAX (-20.08).
| AEPCX | FNGAX | AEPCX / FNGAX | |
| Total Expense Ratio | 1.57 | 1.12 | 140% |
| Annual Report Gross Expense Ratio | 1.57 | 1.21 | 130% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.217 | -0.694 | -1,615% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 640M | 21,406% |
| Annual Yield % from dividends | 2.06 | 0.32 | 641% |
| Returns for 1 year | 13.48 | -3.88 | -347% |
| Returns for 3 years | 28.39 | 7.17 | 396% |
| Returns for 5 years | -5.59 | -20.08 | 28% |
| Returns for 10 years | 51.98 | 62.92 | 83% |
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