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AEPCX vs FSOSX
AEPCX vs FSOSX Comparison
Open Charts AEPCX vs FSOSX
AEPCX vs FSOSX Comparison Chart in %
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AEPCX vs. FSOSX commentary
Jun 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 Hold and FSOSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 (1.57) is less costly to investors than FSOSX (0.01). FSOSX is a more actively managed with annual turnover of: 49.00 vs. AEPCX (35.00). 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 : 13.48 vs. FSOSX (0.64). FSOSX return over 5 years is better than : 26.41 vs. AEPCX (-5.59).
| AEPCX | FSOSX | AEPCX / FSOSX | |
| Total Expense Ratio | 1.57 | 0.01 | 15,700% |
| Annual Report Gross Expense Ratio | 1.57 | 0.01 | 15,700% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 11.217 | 4.622 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 17.8B | 770% |
| Annual Yield % from dividends | 2.06 | 2.26 | 91% |
| Returns for 1 year | 13.48 | 0.64 | 2,096% |
| Returns for 3 years | 28.39 | 34.58 | 82% |
| Returns for 5 years | -5.59 | 26.41 | -21% |
| Returns for 10 years | 51.98 | N/A | - |
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