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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
Sep 13, 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: 140B vs. FCPIX (18.3B). 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 (0.59). 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 : 4.84 vs. FCPIX (2.91). FCPIX return over 5 years is better than : 18.08 vs. AEPFX (-2.16).
| 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 | 7.092 | 8.050 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.64 | 0.51 | 520% |
| Returns for 1 year | 4.84 | 2.91 | 166% |
| Returns for 3 years | 29.39 | 47.89 | 61% |
| Returns for 5 years | -2.16 | 18.08 | -12% |
| Returns for 10 years | 56.42 | 137.71 | 41% |
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