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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
Jun 04, 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 FZAJX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FZAJX (8.27B). AEPCX pays higher dividends than FZAJX: AEPCX (2.06) vs FZAJX (0.81). AEPCX was incepted earlier than FZAJX: AEPCX (25 years) vs FZAJX (13 years). AEPCX (1.57) is less costly to investors than FZAJX (0.77). FZAJX is a more actively managed with annual turnover of: 39.00 vs. AEPCX (35.00). FZAJX has a lower initial minimum investment than AEPCX: FZAJX (0) vs AEPCX (250). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. FZAJX (9.99). FZAJX return over 5 years is better than : 23.17 vs. AEPCX (-5.59).
| AEPCX | FZAJX | AEPCX / FZAJX | |
| Total Expense Ratio | 1.57 | 0.77 | 204% |
| Annual Report Gross Expense Ratio | 1.57 | 0.77 | 204% |
| Fund Existence | 25 years | 13 years | - |
| Gain YTD | 11.217 | 5.916 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.06 | 0.81 | 253% |
| Returns for 1 year | 13.48 | 9.99 | 135% |
| Returns for 3 years | 28.39 | 36.36 | 78% |
| Returns for 5 years | -5.59 | 23.17 | -24% |
| Returns for 10 years | 51.98 | 120.03 | 43% |
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