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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 25, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B 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 (0.59). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (50.00). FCPAX has a lower initial minimum investment than AEPFX: FCPAX (0) vs AEPFX (250). FCPAX annual gain was more profitable for investors over the last year : 12.24 vs. AEPFX (10.87). FCPAX return over 5 years is better than : 30.35 vs. AEPFX (-3.20).
| AEPFX | FCPAX | AEPFX / FCPAX | |
| Total Expense Ratio | 0.59 | 1.14 | 52% |
| Annual Report Gross Expense Ratio | 0.59 | 1.14 | 52% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 4.076 | 14.260 | 29% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 16.6B | 861% |
| Annual Yield % from dividends | 2.64 | 0.39 | 681% |
| Returns for 1 year | 10.87 | 12.24 | 89% |
| Returns for 3 years | 24.32 | 52.55 | 46% |
| Returns for 5 years | -3.20 | 30.35 | -11% |
| Returns for 10 years | 66.65 | 158.06 | 42% |
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