AEPFX
Price
$61.98
Change
-$1.03 (-1.63%)
Updated
Jul 13 closing price
Net Assets
140.66B
FEUPX
Price
$62.35
Change
-$1.04 (-1.64%)
Updated
Jul 13 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
Jul 14, 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 FEUPX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPFX (141B) and FEUPX (141B) have equal amount of cash in the bank . FEUPX (2.76) and AEPFX (2.70) have matching dividends . AEPFX was incepted earlier than FEUPX: AEPFX (18 years) vs FEUPX (9 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 (5.97) and AEPFX (5.78) have marching annual gain over last year. AEPFX return over 5 years is better than : -3.46 vs. FEUPX (-4.17).
AEPFXFEUPXAEPFX / FEUPX
Total Expense Ratio0.590.47126%
Annual Report Gross Expense Ratio0.590.47126%
Fund Existence18 years9 years-
Gain YTD2.7012.78697%
Front LoadN/AN/A-
Min. Initial Investment25010000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B141B100%
Annual Yield % from dividends2.702.7698%
Returns for 1 year5.785.9797%
Returns for 3 years17.6718.1897%
Returns for 5 years-3.46-4.1783%
Returns for 10 years53.95N/A-
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