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AEPFX vs FCPIX
AEPFX vs FCPIX Comparison
Open Charts AEPFX vs FCPIX
AEPFX vs FCPIX Comparison Chart in %
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AEPFX vs. FCPIX 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 FCPIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCPIX (18.5B). AEPFX pays higher dividends than FCPIX: AEPFX (2.70) vs FCPIX (0.49). AEPFX was incepted earlier than FCPIX: AEPFX (18 years) vs FCPIX (29 years). FCPIX (0.89) is less costly to investors than AEPFX (0.59). FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (50.00). FCPIX has a lower initial minimum investment than AEPFX: FCPIX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 5.78 vs. FCPIX (4.83). FCPIX return over 5 years is better than : 26.13 vs. AEPFX (-3.46).
| AEPFX | FCPIX | AEPFX / FCPIX | |
| Total Expense Ratio | 0.59 | 0.89 | 66% |
| Annual Report Gross Expense Ratio | 0.59 | 0.89 | 66% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 2.701 | 9.164 | 29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.5B | 762% |
| Annual Yield % from dividends | 2.70 | 0.49 | 551% |
| Returns for 1 year | 5.78 | 4.83 | 120% |
| Returns for 3 years | 17.67 | 41.86 | 42% |
| Returns for 5 years | -3.46 | 26.13 | -13% |
| Returns for 10 years | 53.95 | 140.74 | 38% |
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