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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
Aug 23, 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 StrongBuy and FOSFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FOSFX (7.43B). AEPCX pays higher dividends than FOSFX: AEPCX (2.13) 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). AEPCX annual gain was more profitable for investors over the last year : 7.17 vs. FOSFX (5.40). FOSFX return over 5 years is better than : 18.66 vs. AEPCX (-3.27).
| 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 | 7.184 | 7.427 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.43B | 1,843% |
| Annual Yield % from dividends | 2.13 | 1.65 | 130% |
| Returns for 1 year | 7.17 | 5.40 | 133% |
| Returns for 3 years | 26.10 | 45.35 | 58% |
| Returns for 5 years | -3.27 | 18.66 | -18% |
| Returns for 10 years | 40.04 | 94.99 | 42% |
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