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AEPCX vs FZABX
AEPCX vs FZABX Comparison
Open Charts AEPCX vs FZABX
AEPCX vs FZABX Comparison Chart in %
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AEPCX vs. FZABX 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 FZABX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FZABX (1.81B). AEPCX pays higher dividends than FZABX: AEPCX (2.06) vs FZABX (1.55). AEPCX was incepted earlier than FZABX: AEPCX (25 years) vs FZABX (13 years). AEPCX (1.58) is less costly to investors than FZABX (0.72). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FZABX (46.00). FZABX has a lower initial minimum investment than AEPCX: FZABX (0) vs AEPCX (250). FZABX annual gain was more profitable for investors over the last year : 13.81 vs. AEPCX (9.08). FZABX return over 5 years is better than : 10.62 vs. AEPCX (-9.45).
| AEPCX | FZABX | AEPCX / FZABX | |
| Total Expense Ratio | 1.58 | 0.72 | 219% |
| Annual Report Gross Expense Ratio | 1.58 | 0.72 | 219% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.272 | 14.654 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.81B | 7,892% |
| Annual Yield % from dividends | 2.06 | 1.55 | 133% |
| Returns for 1 year | 9.08 | 13.81 | 66% |
| Returns for 3 years | 19.46 | 37.00 | 53% |
| Returns for 5 years | -9.45 | 10.62 | -89% |
| Returns for 10 years | 49.26 | 88.45 | 56% |
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