AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
FOSKX
Price
$74.91
Change
-$1.20 (-1.58%)
Updated
Jul 13 closing price
Net Assets
7.87B
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AEPCX vs FOSKX

AEPCX vs FOSKX Comparison Chart in %
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AEPCX vs. FOSKX commentary
Jul 14, 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 FOSKX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FOSKX (7.88B). AEPCX pays higher dividends than FOSKX: AEPCX (2.11) vs FOSKX (1.67). 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). FOSKX annual gain was more profitable for investors over the last year : 4.71 vs. AEPCX (4.09). FOSKX return over 5 years is better than : 21.30 vs. AEPCX (-9.69).
AEPCXFOSKXAEPCX / FOSKX
Total Expense Ratio1.580.59268%
Annual Report Gross Expense Ratio1.580.59268%
Fund Existence25 years18 years-
Gain YTD1.8696.31430%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B7.88B1,790%
Annual Yield % from dividends2.111.67127%
Returns for 1 year4.094.7187%
Returns for 3 years13.0735.4537%
Returns for 5 years-9.6921.30-45%
Returns for 10 years37.90101.6037%
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