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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 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 Hold and FCADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B 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 (0.58). FCADX is a more actively managed with annual turnover of: 54.00 vs. AEPFX (35.00). 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 : 16.05 vs. AEPFX (15.11). FCADX return over 5 years is better than : 14.21 vs. AEPFX (0.76).
| AEPFX | FCADX | AEPFX / FCADX | |
| Total Expense Ratio | 0.58 | 1.70 | 34% |
| Annual Report Gross Expense Ratio | 0.58 | 1.70 | 34% |
| Fund Existence | 18 years | 21 years | - |
| Gain YTD | 11.682 | 10.540 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.64 | 1.93 | 137% |
| Returns for 1 year | 15.11 | 16.05 | 94% |
| Returns for 3 years | 33.24 | 52.93 | 63% |
| Returns for 5 years | 0.76 | 14.21 | 5% |
| Returns for 10 years | 69.19 | 71.93 | 96% |
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