AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FOSKX
Price
$75.65
Change
+$0.02 (+0.03%)
Updated
Jul 31 closing price
Net Assets
7.43B
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AEPCX vs FOSKX

AEPCX vs FOSKX Comparison Chart in %
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AEPCX vs. FOSKX 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 FOSKX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FOSKX (7.43B). AEPCX pays higher dividends than FOSKX: AEPCX (2.13) vs FOSKX (1.71). AEPCX was incepted earlier than FOSKX: AEPCX (25 years) vs FOSKX (18 years). AEPCX (1.58) is less costly to investors than FOSKX (0.59). AEPCX (50.00) and FOSKX (50.00) have comparable annual turnover. FOSKX has a lower initial minimum investment than AEPCX: FOSKX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 6.78 vs. FOSKX (5.97). FOSKX return over 5 years is better than : 18.28 vs. AEPCX (-7.30).
AEPCXFOSKXAEPCX / FOSKX
Total Expense Ratio1.580.59268%
Annual Report Gross Expense Ratio1.580.59268%
Fund Existence25 years18 years-
Gain YTD3.1685.67156%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B7.43B1,897%
Annual Yield % from dividends2.131.71125%
Returns for 1 year6.785.97114%
Returns for 3 years14.7036.5340%
Returns for 5 years-7.3018.28-40%
Returns for 10 years38.8295.8441%
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