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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
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 FCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FCPIX (16.6B). AEPFX pays higher dividends than FCPIX: AEPFX (2.64) vs FCPIX (0.51). AEPFX was incepted earlier than FCPIX: AEPFX (18 years) vs FCPIX (29 years). FCPIX (0.89) is less costly to investors than AEPFX (0.58). FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEPFX (35.00). 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 : 15.11 vs. FCPIX (7.03). FCPIX return over 5 years is better than : 28.76 vs. AEPFX (0.76).
| AEPFX | FCPIX | AEPFX / FCPIX | |
| Total Expense Ratio | 0.58 | 0.89 | 65% |
| Annual Report Gross Expense Ratio | 0.58 | 0.89 | 65% |
| Fund Existence | 18 years | 29 years | - |
| Gain YTD | 11.682 | 8.969 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 16.6B | 825% |
| Annual Yield % from dividends | 2.64 | 0.51 | 521% |
| Returns for 1 year | 15.11 | 7.03 | 215% |
| Returns for 3 years | 33.24 | 46.68 | 71% |
| Returns for 5 years | 0.76 | 28.76 | 3% |
| Returns for 10 years | 69.19 | 138.58 | 50% |
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