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AEPFX vs FCPAX
AEPFX vs FCPAX Comparison
Open Charts AEPFX vs FCPAX
AEPFX vs FCPAX Comparison Chart in %
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AEPFX vs. FCPAX 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 FCPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FCPAX (16.6B). AEPFX pays higher dividends than FCPAX: AEPFX (2.64) vs FCPAX (0.39). AEPFX was incepted earlier than FCPAX: AEPFX (18 years) vs FCPAX (29 years). FCPAX (1.14) is less costly to investors than AEPFX (0.58). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (35.00). FCPAX has a lower initial minimum investment than AEPFX: FCPAX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. FCPAX (6.34). FCPAX return over 5 years is better than : 26.57 vs. AEPFX (0.76).
| AEPFX | FCPAX | AEPFX / FCPAX | |
| Total Expense Ratio | 0.58 | 1.14 | 51% |
| Annual Report Gross Expense Ratio | 0.58 | 1.14 | 51% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 11.682 | 8.833 | 132% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 16.6B | 825% |
| Annual Yield % from dividends | 2.64 | 0.39 | 681% |
| Returns for 1 year | 15.11 | 6.34 | 238% |
| Returns for 3 years | 33.24 | 44.96 | 74% |
| Returns for 5 years | 0.76 | 26.57 | 3% |
| Returns for 10 years | 69.19 | 133.39 | 52% |
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