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AEPCX vs FZAIX
AEPCX vs FZAIX Comparison
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AEPCX vs FZAIX Comparison Chart in %
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AEPCX vs. FZAIX commentary
Jun 19, 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FZAIX (13B). FZAIX pays higher dividends than AEPCX: FZAIX (2.78) vs AEPCX (2.06). 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 : 20.34 vs. AEPCX (10.16). FZAIX return over 5 years is better than : 26.12 vs. AEPCX (-6.65).
| 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 | 4.570 | 12.740 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.06 | 2.78 | 74% |
| Returns for 1 year | 10.16 | 20.34 | 50% |
| Returns for 3 years | 16.85 | 56.35 | 30% |
| Returns for 5 years | -6.65 | 26.12 | -25% |
| Returns for 10 years | 48.30 | 94.95 | 51% |
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