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AEPFX vs FCADX
AEPFX vs FCADX Comparison
Open Charts AEPFX vs FCADX
AEPFX vs FCADX Comparison Chart in %
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AEPFX vs. FCADX commentary
Aug 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 AEPFX is a Buy and FCADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCADX (13.2B). AEPFX pays higher dividends than FCADX: AEPFX (2.72) vs FCADX (1.94). AEPFX was incepted earlier than FCADX: AEPFX (18 years) vs FCADX (22 years). FCADX (1.70) is less costly to investors than AEPFX (0.59). FCADX is a more actively managed with annual turnover of: 54.00 vs. AEPFX (50.00). FCADX has a lower initial minimum investment than AEPFX: FCADX (0) vs AEPFX (250). FCADX annual gain was more profitable for investors over the last year : 16.52 vs. AEPFX (9.18). FCADX return over 5 years is better than : 13.86 vs. AEPFX (-2.66).
| AEPFX | FCADX | AEPFX / FCADX | |
| Total Expense Ratio | 0.59 | 1.70 | 35% |
| Annual Report Gross Expense Ratio | 0.59 | 1.70 | 35% |
| Fund Existence | 18 years | 22 years | - |
| Gain YTD | 3.894 | 10.612 | 37% |
| 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 | 2.72 | 1.94 | 140% |
| Returns for 1 year | 9.18 | 16.52 | 56% |
| Returns for 3 years | 21.76 | 52.88 | 41% |
| Returns for 5 years | -2.66 | 13.86 | -19% |
| Returns for 10 years | 53.95 | 74.30 | 73% |
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