AEPCX
Price
$59.60
Change
+$0.39 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FSOSX
Price
$15.82
Change
+$0.01 (+0.06%)
Updated
Jul 31 closing price
Net Assets
17.67B
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AEPCX vs FSOSX

AEPCX vs FSOSX Comparison Chart in %
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AEPCX vs. FSOSX commentary
Aug 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 Buy and FSOSX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FSOSX (17.7B). FSOSX pays higher dividends than AEPCX: FSOSX (2.25) vs AEPCX (2.13). 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 : 6.78 vs. FSOSX (2.84). FSOSX return over 5 years is better than : 22.08 vs. AEPCX (-7.30).
AEPCXFSOSXAEPCX / FSOSX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.0115,800%
Fund Existence25 years7 years-
Gain YTD3.1685.96153%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B17.7B797%
Annual Yield % from dividends2.132.2595%
Returns for 1 year6.782.84239%
Returns for 3 years14.7033.6044%
Returns for 5 years-7.3022.08-33%
Returns for 10 years38.82N/A-
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