Interact to see
Advertisement
Advertisement
AEPCX vs FSOSX
AEPCX vs FSOSX Comparison
Open Charts AEPCX vs FSOSX
AEPCX vs FSOSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FSOSX 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 FSOSX is a Hold.
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 : 9.08 vs. FSOSX (7.60). FSOSX return over 5 years is better than : 30.87 vs. AEPCX (-9.45).
| AEPCX | FSOSX | AEPCX / FSOSX | |
| Total Expense Ratio | 1.58 | 0.01 | 15,800% |
| Annual Report Gross Expense Ratio | 1.58 | 0.01 | 15,800% |
| Fund Existence | 25 years | 7 years | - |
| Gain YTD | 3.272 | 9.109 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 17.8B | 803% |
| Annual Yield % from dividends | 2.06 | 2.26 | 91% |
| Returns for 1 year | 9.08 | 7.60 | 119% |
| Returns for 3 years | 19.46 | 41.61 | 47% |
| Returns for 5 years | -9.45 | 30.87 | -31% |
| Returns for 10 years | 49.26 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers