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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
Jun 24, 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 Hold and FCADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FCADX (13B). AEPFX pays higher dividends than FCADX: AEPFX (2.64) vs FCADX (1.93). AEPFX was incepted earlier than FCADX: AEPFX (18 years) vs FCADX (21 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 : 21.17 vs. AEPFX (10.87). FCADX return over 5 years is better than : 19.60 vs. AEPFX (-3.20).
| 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 | 21 years | - |
| Gain YTD | 4.076 | 13.806 | 30% |
| 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 | 2.64 | 1.93 | 137% |
| Returns for 1 year | 10.87 | 21.17 | 51% |
| Returns for 3 years | 24.32 | 58.28 | 42% |
| Returns for 5 years | -3.20 | 19.60 | -16% |
| Returns for 10 years | 66.65 | 90.81 | 73% |
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