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AEPCX vs FZAJX
AEPCX vs FZAJX Comparison
Open Charts AEPCX vs FZAJX
AEPCX vs FZAJX Comparison Chart in %
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AEPCX vs. FZAJX 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 FZAJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FZAJX (9.48B). AEPCX pays higher dividends than FZAJX: AEPCX (2.13) vs FZAJX (0.81). AEPCX was incepted earlier than FZAJX: AEPCX (25 years) vs FZAJX (13 years). AEPCX (1.58) is less costly to investors than FZAJX (0.77). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FZAJX (39.00). FZAJX has a lower initial minimum investment than AEPCX: FZAJX (0) vs AEPCX (250). FZAJX annual gain was more profitable for investors over the last year : 11.24 vs. AEPCX (6.78). FZAJX return over 5 years is better than : 19.99 vs. AEPCX (-7.30).
| AEPCX | FZAJX | AEPCX / FZAJX | |
| Total Expense Ratio | 1.58 | 0.77 | 205% |
| Annual Report Gross Expense Ratio | 1.58 | 0.77 | 205% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 3.168 | 7.550 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.13 | 0.81 | 263% |
| Returns for 1 year | 6.78 | 11.24 | 60% |
| Returns for 3 years | 14.70 | 36.11 | 41% |
| Returns for 5 years | -7.30 | 19.99 | -37% |
| Returns for 10 years | 38.82 | 120.68 | 32% |
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