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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCADX (13.2B). AEPFX pays higher dividends than FCADX: AEPFX (2.70) vs FCADX (1.90). 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 : 14.74 vs. AEPFX (5.78). FCADX return over 5 years is better than : 16.44 vs. AEPFX (-3.46).
| 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 | 2.701 | 11.334 | 24% |
| 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 | 2.70 | 1.90 | 142% |
| Returns for 1 year | 5.78 | 14.74 | 39% |
| Returns for 3 years | 17.67 | 48.92 | 36% |
| Returns for 5 years | -3.46 | 16.44 | -21% |
| Returns for 10 years | 53.95 | 78.15 | 69% |
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