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AEPFX vs FCPCX
AEPFX vs FCPCX Comparison
Open Charts AEPFX vs FCPCX
AEPFX vs FCPCX Comparison Chart in %
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AEPFX vs. FCPCX commentary
Jun 24, 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 FCPCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FCPCX (16.6B). AEPFX pays higher dividends than FCPCX: AEPFX (2.64) vs FCPCX (0.00). AEPFX was incepted earlier than FCPCX: AEPFX (18 years) vs FCPCX (29 years). FCPCX (1.89) is less costly to investors than AEPFX (0.59). FCPCX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (50.00). FCPCX has a lower initial minimum investment than AEPFX: FCPCX (0) vs AEPFX (250). FCPCX (11.06) and AEPFX (10.87) have marching annual gain over last year. FCPCX return over 5 years is better than : 24.87 vs. AEPFX (-3.20).
| AEPFX | FCPCX | AEPFX / FCPCX | |
| Total Expense Ratio | 0.59 | 1.89 | 31% |
| Annual Report Gross Expense Ratio | 0.59 | 1.89 | 31% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 4.076 | 13.417 | 30% |
| Front Load | N/A | N/A | - |
| 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 | 0.00 | - |
| Returns for 1 year | 10.87 | 11.06 | 98% |
| Returns for 3 years | 24.32 | 47.13 | 52% |
| Returns for 5 years | -3.20 | 24.87 | -13% |
| Returns for 10 years | 66.65 | 137.60 | 48% |
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