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AEPCX vs FOSFX
AEPCX vs FOSFX Comparison
Open Charts AEPCX vs FOSFX
AEPCX vs FOSFX Comparison Chart in %
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AEPCX vs. FOSFX 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 FOSFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FOSFX (7.49B). AEPCX pays higher dividends than FOSFX: AEPCX (2.07) vs FOSFX (1.62). AEPCX was incepted earlier than FOSFX: AEPCX (26 years) vs FOSFX (42 years). AEPCX (1.58) is less costly to investors than FOSFX (0.67). AEPCX (50.00) and FOSFX (50.00) have comparable annual turnover. FOSFX has a lower initial minimum investment than AEPCX: FOSFX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. FOSFX (1.89). FOSFX return over 5 years is better than : 12.30 vs. AEPCX (-8.48).
| AEPCX | FOSFX | AEPCX / FOSFX | |
| Total Expense Ratio | 1.58 | 0.67 | 236% |
| Annual Report Gross Expense Ratio | 1.58 | 0.67 | 236% |
| Fund Existence | 26 years | 42 years | - |
| Gain YTD | 6.041 | 4.984 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.49B | 1,868% |
| Annual Yield % from dividends | 2.07 | 1.62 | 128% |
| Returns for 1 year | 3.15 | 1.89 | 167% |
| Returns for 3 years | 24.32 | 41.59 | 58% |
| Returns for 5 years | -8.48 | 12.30 | -69% |
| Returns for 10 years | 40.12 | 93.23 | 43% |
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