AEPCX
Price
$61.92
Change
+$0.71 (+1.16%)
Updated
Aug 21 closing price
Net Assets
137.41B
FSOSX
Price
$16.09
Change
-$0.08 (-0.49%)
Updated
Aug 20 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 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 StrongBuy and FSOSX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 : 7.17 vs. FSOSX (2.32). FSOSX return over 5 years is better than : 22.95 vs. AEPCX (-3.27).
AEPCXFSOSXAEPCX / FSOSX
Total Expense Ratio1.580.0115,800%
Annual Report Gross Expense Ratio1.580.0115,800%
Fund Existence25 years7 years-
Gain YTD7.1847.77092%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B17.7B774%
Annual Yield % from dividends2.132.2595%
Returns for 1 year7.172.32309%
Returns for 3 years26.1042.4362%
Returns for 5 years-3.2722.95-14%
Returns for 10 years40.04N/A-
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