Interact to see
Advertisement
Advertisement
AEPCX vs FZAJX
AEPCX vs FZAJX Comparison
Open Charts AEPCX vs FZAJX
AEPCX vs FZAJX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FZAJX 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 FZAJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FZAJX (6.49B). AEPCX pays higher dividends than FZAJX: AEPCX (2.07) vs FZAJX (0.80). AEPCX was incepted earlier than FZAJX: AEPCX (26 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 : 4.95 vs. AEPCX (3.15). FZAJX return over 5 years is better than : 14.94 vs. AEPCX (-8.48).
| AEPCX | FZAJX | AEPCX / FZAJX | |
| Total Expense Ratio | 1.58 | 0.77 | 205% |
| Annual Report Gross Expense Ratio | 1.58 | 0.77 | 205% |
| Fund Existence | 26 years | 13 years | - |
| Gain YTD | 6.041 | 6.667 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.49B | 2,157% |
| Annual Yield % from dividends | 2.07 | 0.80 | 258% |
| Returns for 1 year | 3.15 | 4.95 | 64% |
| Returns for 3 years | 24.32 | 41.58 | 58% |
| Returns for 5 years | -8.48 | 14.94 | -57% |
| Returns for 10 years | 40.12 | 121.59 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers