Interact to see
Advertisement
Advertisement
AEPCX vs FOSFX
AEPCX vs FOSFX Comparison
Open Charts AEPCX vs FOSFX
American Funds EUPAC C
Price$56.50
Change-$0.76 (-1.33%)
VolumeN/A
Net Assets132.56B
Fidelity Overseas
Price$72.94
Change-$1.21 (-1.63%)
VolumeN/A
Net Assets7.06B
AEPCX vs FOSFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FOSFX commentary
Jun 15, 2025
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 FOSFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 133B vs. FOSFX (7.06B). FOSFX pays higher dividends than AEPCX: FOSFX (1.18) vs AEPCX (0.32). AEPCX was incepted earlier than FOSFX: AEPCX (24 years) vs FOSFX (41 years). AEPCX (1.59) is less costly to investors than FOSFX (0.68). FOSFX is a more actively managed with annual turnover of: 35.00 vs. AEPCX (30.00). FOSFX has a lower initial minimum investment than AEPCX: FOSFX (0) vs AEPCX (250). FOSFX annual gain was more profitable for investors over the last year : 12.74 vs. AEPCX (2.57). FOSFX return over 5 years is better than : 56.29 vs. AEPCX (14.79).
| AEPCX | FOSFX | AEPCX / FOSFX | |
| Total Expense Ratio | 1.59 | 0.68 | 234% |
| Annual Report Gross Expense Ratio | 1.59 | 0.68 | 234% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 9.348 | 16.518 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 133B | 7.06B | 1,885% |
| Annual Yield % from dividends | 0.32 | 1.18 | 27% |
| Returns for 1 year | 2.57 | 12.74 | 20% |
| Returns for 3 years | 23.34 | 57.32 | 41% |
| Returns for 5 years | 14.79 | 56.29 | 26% |
| Returns for 10 years | 16.82 | 77.24 | 22% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VWINX | 25.49 | -0.15 | -0.59% |
| Vanguard Wellesley® Income Inv | |||
| HOVLX | 52.69 | -0.46 | -0.87% |
| Homestead Value | |||
| AALRX | 27.07 | -0.30 | -1.10% |
| American Beacon Large Cap Value R6 | |||
| EGWDX | 16.62 | -0.22 | -1.31% |
| Allspring Discovery Small Cap Gr Adm | |||
| SMPIX | 40.93 | -1.47 | -3.47% |
| ProFunds Semiconductor UltraSector Inv | |||