AEPCX
Price
$59.39
Change
-$0.42 (-0.70%)
Updated
Jun 26 closing price
Net Assets
143.2B
FSOSX
Price
$15.88
Change
-$0.14 (-0.87%)
Updated
Jun 26 closing price
Net Assets
17.81B
Interact to see
Advertisement

AEPCX vs FSOSX

AEPCX vs FSOSX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. FSOSX commentary
Jun 27, 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 FSOSX is a Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FSOSX (17.8B). FSOSX pays higher dividends than AEPCX: FSOSX (2.26) vs AEPCX (2.06). AEPCX was incepted earlier than FSOSX: AEPCX (25 years) vs FSOSX (7 years). AEPCX (1.58) is less costly to investors than FSOSX (0.01). AEPCX (50.00) and FSOSX (49.00) have comparable annual turnover. FSOSX has a lower initial minimum investment than AEPCX: FSOSX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 5.72 vs. FSOSX (2.70). FSOSX return over 5 years is better than : 27.12 vs. AEPCX (-10.14).
AEPCXFSOSXAEPCX / FSOSX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.0115,800%
Fund Existence25 years7 years-
Gain YTD2.8047.30138%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B17.8B803%
Annual Yield % from dividends2.062.2691%
Returns for 1 year5.722.70212%
Returns for 3 years18.2138.3647%
Returns for 5 years-10.1427.12-37%
Returns for 10 years48.91N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FDCPX236.41N/A
N/A
Fidelity Select Tech Hardware
TRIPX30.31N/A
N/A
Nuveen International Eq Idx Premier
PBQQX27.93N/A
N/A
PGIM Jennison Blend R6
ESGEX21.58N/A
N/A
Reynders McVeigh Core Equity Instl
PRCHX29.60N/A
N/A
T. Rowe Price Cap Apprec And Inc I