AEPCX
Price
$60.47
Change
-$0.14 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
FSOSX
Price
$15.66
Change
-$0.11 (-0.70%)
Updated
Sep 18 closing price
Net Assets
18.45B
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AEPCX vs FSOSX

AEPCX vs FSOSX Comparison Chart in %
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AEPCX vs. FSOSX commentary
Sep 20, 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 StrongBuy and FSOSX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FSOSX (18.5B). FSOSX pays higher dividends than AEPCX: FSOSX (2.22) vs AEPCX (2.07). AEPCX was incepted earlier than FSOSX: AEPCX (26 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 : 0.91 vs. FSOSX (-0.91). FSOSX return over 5 years is better than : 17.37 vs. AEPCX (-8.74).
AEPCXFSOSXAEPCX / FSOSX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.0115,800%
Fund Existence26 years7 years-
Gain YTD4.6744.88996%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets140B18.5B757%
Annual Yield % from dividends2.072.2293%
Returns for 1 year0.91-0.91-100%
Returns for 3 years23.7638.5162%
Returns for 5 years-8.7417.37-50%
Returns for 10 years37.24N/A-
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