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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
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 FOSFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FOSFX (7.68B). AEPCX pays higher dividends than FOSFX: AEPCX (2.06) vs FOSFX (1.65). AEPCX was incepted earlier than FOSFX: AEPCX (25 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). FOSFX annual gain was more profitable for investors over the last year : 10.79 vs. AEPCX (9.08). FOSFX return over 5 years is better than : 26.32 vs. AEPCX (-9.45).
| AEPCX | FOSFX | AEPCX / FOSFX | |
| Total Expense Ratio | 1.58 | 0.67 | 236% |
| Annual Report Gross Expense Ratio | 1.58 | 0.67 | 236% |
| Fund Existence | 25 years | 42 years | - |
| Gain YTD | 3.272 | 8.885 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 7.68B | 1,862% |
| Annual Yield % from dividends | 2.06 | 1.65 | 125% |
| Returns for 1 year | 9.08 | 10.79 | 84% |
| Returns for 3 years | 19.46 | 44.26 | 44% |
| Returns for 5 years | -9.45 | 26.32 | -36% |
| Returns for 10 years | 49.26 | 115.49 | 43% |
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