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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
Aug 03, 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 Buy and FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCPAX (18B). AEPFX pays higher dividends than FCPAX: AEPFX (2.72) vs FCPAX (0.40). 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). AEPFX annual gain was more profitable for investors over the last year : 8.51 vs. FCPAX (1.58). FCPAX return over 5 years is better than : 18.80 vs. AEPFX (-0.90).
| 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 | 4.060 | 5.487 | 74% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.72 | 0.40 | 685% |
| Returns for 1 year | 8.51 | 1.58 | 538% |
| Returns for 3 years | 19.36 | 37.77 | 51% |
| Returns for 5 years | -0.90 | 18.80 | -5% |
| Returns for 10 years | 54.97 | 123.21 | 45% |
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