AEPFX
Price
$64.63
Change
-$0.21 (-0.32%)
Updated
Sep 11 closing price
Net Assets
140.03B
FEUPX
Price
$65.02
Change
-$0.22 (-0.34%)
Updated
Sep 11 closing price
Net Assets
140.03B
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AEPFX vs FEUPX

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

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FUNDAMENTALS
Fundamentals
AEPFX (140B) and FEUPX (140B) have equal amount of cash in the bank . FEUPX (2.70) and AEPFX (2.64) 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 (5.01) and AEPFX (4.84) have marching annual gain over last year. AEPFX return over 5 years is better than : -2.16 vs. FEUPX (-2.89).
AEPFXFEUPXAEPFX / FEUPX
Total Expense Ratio0.590.47126%
Annual Report Gross Expense Ratio0.590.47126%
Fund Existence18 years10 years-
Gain YTD7.0927.18899%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B140B100%
Annual Yield % from dividends2.642.7098%
Returns for 1 year4.845.0197%
Returns for 3 years29.3929.9398%
Returns for 5 years-2.16-2.8975%
Returns for 10 years56.42N/A-
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