AEPFX
Price
$67.76
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
FCPCX
Price
$30.50
Change
+$0.33 (+1.09%)
Updated
Jun 2 closing price
Net Assets
16.59B
Interact to see
Advertisement

AEPFX vs FCPCX

Header iconAEPFX vs FCPCX Comparison
Open Charts AEPFX vs FCPCXBanner chart's image
AEPFX vs FCPCX Comparison Chart in %
View a ticker or compare two or three
VS
AEPFX vs. FCPCX commentary
Jun 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 Hold and FCPCX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B 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 (0.58). FCPCX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (35.00). 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 : 15.11 vs. FCPCX (4.54). FCPCX return over 5 years is better than : 20.54 vs. AEPFX (0.76).
AEPFXFCPCXAEPFX / FCPCX
Total Expense Ratio0.581.8931%
Annual Report Gross Expense Ratio0.581.8931%
Fund Existence18 years29 years-
Gain YTD11.6828.525137%
Front LoadN/AN/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B16.6B825%
Annual Yield % from dividends2.640.00-
Returns for 1 year15.114.54333%
Returns for 3 years33.2440.3982%
Returns for 5 years0.7620.544%
Returns for 10 years69.19115.8160%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FASMX23.63N/A
N/A
Fidelity Asset Manager 50%
OSCAX24.54N/A
N/A
Invesco Main Street Small Cap A
SNWCX70.62N/A
N/A
Easterly Snow Small Cap Value C
CSEYX23.50N/A
N/A
Columbia Select Global Equity Inst3
BOSCX14.73N/A
N/A
BNY Mellon Sm Cp Val C