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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
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 FCPIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FCPIX (18B). AEPFX pays higher dividends than FCPIX: AEPFX (2.72) vs FCPIX (0.52). 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 : 8.51 vs. FCPIX (2.25). FCPIX return over 5 years is better than : 20.89 vs. AEPFX (-0.90).
| 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 | 4.060 | 5.682 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.72 | 0.52 | 525% |
| Returns for 1 year | 8.51 | 2.25 | 379% |
| Returns for 3 years | 19.36 | 39.37 | 49% |
| Returns for 5 years | -0.90 | 20.89 | -4% |
| Returns for 10 years | 54.97 | 128.24 | 43% |
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