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AEPCX vs FNGRX
AEPCX vs FNGRX Comparison
Open Charts AEPCX vs FNGRX
AEPCX vs FNGRX Comparison Chart in %
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AEPCX vs. FNGRX commentary
Jun 24, 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 FNGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FNGRX (627M). AEPCX pays higher dividends than FNGRX: AEPCX (2.06) vs FNGRX (0.13). AEPCX was incepted earlier than FNGRX: AEPCX (25 years) vs FNGRX (18 years). AEPCX (1.58) is less costly to investors than FNGRX (1.46). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FNGRX (25.70). AEPCX has a lower initial minimum investment than FNGRX: AEPCX (250) vs FNGRX (1000). AEPCX annual gain was more profitable for investors over the last year : 9.08 vs. FNGRX (-1.44). AEPCX return over 5 years is better than : -9.45 vs. FNGRX (-22.03).
| AEPCX | FNGRX | AEPCX / FNGRX | |
| Total Expense Ratio | 1.58 | 1.37 | 115% |
| Annual Report Gross Expense Ratio | 1.58 | 1.46 | 108% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 3.272 | 0.118 | 2,771% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 627M | 22,807% |
| Annual Yield % from dividends | 2.06 | 0.13 | 1,574% |
| Returns for 1 year | 9.08 | -1.44 | -631% |
| Returns for 3 years | 19.46 | 10.12 | 192% |
| Returns for 5 years | -9.45 | -22.03 | 43% |
| Returns for 10 years | 49.26 | 70.21 | 70% |
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