AEPCX
Price
$61.43
Change
+$0.48 (+0.79%)
Updated
Jun 22 closing price
Net Assets
143.2B
FOSKX
Price
$78.45
Change
+$0.47 (+0.60%)
Updated
Jun 22 closing price
Net Assets
7.68B
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AEPCX vs FOSKX

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

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FOSKX (7.68B). AEPCX pays higher dividends than FOSKX: AEPCX (2.06) vs FOSKX (1.72). 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 : 12.62 vs. FOSKX (10.85). FOSKX return over 5 years is better than : 26.87 vs. AEPCX (-6.03).
AEPCXFOSKXAEPCX / FOSKX
Total Expense Ratio1.580.59268%
Annual Report Gross Expense Ratio1.580.59268%
Fund Existence25 years18 years-
Gain YTD6.3358.92671%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B7.68B1,862%
Annual Yield % from dividends2.061.72120%
Returns for 1 year12.6210.85116%
Returns for 3 years23.0044.5952%
Returns for 5 years-6.0326.87-22%
Returns for 10 years53.69115.9846%
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