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AEPCX vs FZAIX
AEPCX vs FZAIX Comparison
Open Charts AEPCX vs FZAIX
AEPCX vs FZAIX Comparison Chart in %
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AEPCX vs. FZAIX 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FZAIX (13.2B). FZAIX pays higher dividends than AEPCX: FZAIX (2.79) vs AEPCX (2.13). AEPCX was incepted earlier than FZAIX: AEPCX (25 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 : 16.73 vs. AEPCX (6.78). FZAIX return over 5 years is better than : 23.14 vs. AEPCX (-7.30).
| AEPCX | FZAIX | AEPCX / FZAIX | |
| Total Expense Ratio | 1.58 | 0.59 | 268% |
| Annual Report Gross Expense Ratio | 1.58 | 0.59 | 268% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.168 | 11.330 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.13 | 2.79 | 76% |
| Returns for 1 year | 6.78 | 16.73 | 41% |
| Returns for 3 years | 14.70 | 55.20 | 27% |
| Returns for 5 years | -7.30 | 23.14 | -32% |
| Returns for 10 years | 38.82 | 86.81 | 45% |
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