Interact to see
Advertisement
Advertisement
AEPCX vs FZAIX
AEPCX vs FZAIX Comparison
Open Charts AEPCX vs FZAIX
AEPCX vs FZAIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FZAIX commentary
Sep 13, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FZAIX (6.98B). FZAIX pays higher dividends than AEPCX: FZAIX (2.74) vs AEPCX (2.07). AEPCX was incepted earlier than FZAIX: AEPCX (26 years) vs FZAIX (13 years). AEPCX (1.58) is less costly to investors than FZAIX (0.59). FZAIX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). FZAIX has a lower initial minimum investment than AEPCX: FZAIX (0) vs AEPCX (250). FZAIX annual gain was more profitable for investors over the last year : 11.56 vs. AEPCX (3.15). FZAIX return over 5 years is better than : 18.46 vs. AEPCX (-8.48).
| AEPCX | FZAIX | AEPCX / FZAIX | |
| Total Expense Ratio | 1.58 | 0.59 | 268% |
| Annual Report Gross Expense Ratio | 1.58 | 0.59 | 268% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 6.041 | 12.441 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.07 | 2.74 | 76% |
| Returns for 1 year | 3.15 | 11.56 | 27% |
| Returns for 3 years | 24.32 | 64.77 | 38% |
| Returns for 5 years | -8.48 | 18.46 | -46% |
| Returns for 10 years | 40.12 | 87.93 | 46% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement