Interact to see
Advertisement
Advertisement
AEPCX vs FNGZX
AEPCX vs FNGZX Comparison
Open Charts AEPCX vs FNGZX
AEPCX vs FNGZX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FNGZX commentary
Aug 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 Buy and FNGZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FNGZX (601M). AEPCX pays higher dividends than FNGZX: AEPCX (2.13) vs FNGZX (0.56). AEPCX was incepted earlier than FNGZX: AEPCX (25 years) vs FNGZX (18 years). AEPCX (1.58) is less costly to investors than FNGZX (0.96). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FNGZX (25.70). FNGZX has a lower initial minimum investment than AEPCX: FNGZX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. FNGZX (-5.83). AEPCX return over 5 years is better than : -7.30 vs. FNGZX (-22.41).
| AEPCX | FNGZX | AEPCX / FNGZX | |
| Total Expense Ratio | 1.58 | 0.87 | 182% |
| Annual Report Gross Expense Ratio | 1.58 | 0.96 | 165% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 3.168 | -2.005 | -158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 601M | 23,461% |
| Annual Yield % from dividends | 2.13 | 0.56 | 381% |
| Returns for 1 year | 6.78 | -5.83 | -116% |
| Returns for 3 years | 14.70 | 7.29 | 202% |
| Returns for 5 years | -7.30 | -22.41 | 33% |
| Returns for 10 years | 38.82 | 61.81 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement