AEPFX
Price
$62.80
Change
+$0.41 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FEUPX
Price
$63.18
Change
+$0.42 (+0.67%)
Updated
Jul 31 closing price
Net Assets
140.66B
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AEPFX vs FEUPX

AEPFX vs FEUPX Comparison Chart in %
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AEPFX vs. FEUPX 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 FEUPX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX (141B) and FEUPX (141B) have equal amount of cash in the bank . FEUPX (2.78) and AEPFX (2.72) have matching dividends . AEPFX was incepted earlier than FEUPX: AEPFX (18 years) vs FEUPX (10 years). AEPFX (0.59) is less costly to investors than FEUPX (0.47). AEPFX (50.00) and FEUPX (50.00) have comparable annual turnover. AEPFX has a lower initial minimum investment than FEUPX: AEPFX (250) vs FEUPX (1000000). FEUPX (8.71) and AEPFX (8.51) have marching annual gain over last year. AEPFX return over 5 years is better than : -0.90 vs. FEUPX (-1.63).
AEPFXFEUPXAEPFX / FEUPX
Total Expense Ratio0.590.47126%
Annual Report Gross Expense Ratio0.590.47126%
Fund Existence18 years10 years-
Gain YTD4.0604.15498%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B141B100%
Annual Yield % from dividends2.722.7898%
Returns for 1 year8.518.7198%
Returns for 3 years19.3619.9197%
Returns for 5 years-0.90-1.6355%
Returns for 10 years54.97N/A-
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