AEPFX
Price
$61.98
Change
-$1.03 (-1.63%)
Updated
Jul 13 closing price
Net Assets
140.66B
FCPCX
Price
$29.37
Change
-$0.82 (-2.72%)
Updated
Jul 13 closing price
Net Assets
18.5B
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AEPFX vs FCPCX

AEPFX vs FCPCX Comparison Chart in %
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AEPFX vs. FCPCX commentary
Jul 14, 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.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCPCX (18.5B). AEPFX pays higher dividends than FCPCX: AEPFX (2.70) 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). AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. FCPCX (2.41). FCPCX return over 5 years is better than : 18.07 vs. AEPFX (-3.46).
AEPFXFCPCXAEPFX / FCPCX
Total Expense Ratio0.591.8931%
Annual Report Gross Expense Ratio0.591.8931%
Fund Existence18 years29 years-
Gain YTD2.7018.59731%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B18.5B762%
Annual Yield % from dividends2.700.00-
Returns for 1 year5.782.41240%
Returns for 3 years17.6735.8149%
Returns for 5 years-3.4618.07-19%
Returns for 10 years53.95117.6646%
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