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AEPFX vs FOSKX
AEPFX vs FOSKX Comparison
Open Charts AEPFX vs FOSKX
AEPFX vs FOSKX Comparison Chart in %
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AEPFX vs. FOSKX commentary
Aug 23, 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 StrongBuy and FOSKX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FOSKX (7.43B). AEPFX pays higher dividends than FOSKX: AEPFX (2.72) vs FOSKX (1.71). AEPFX was incepted earlier than FOSKX: AEPFX (18 years) vs FOSKX (18 years). AEPFX (0.59) and FOSKX (0.59) have similar cost to investors . AEPFX (50.00) and FOSKX (50.00) have comparable annual turnover. FOSKX has a lower initial minimum investment than AEPFX: FOSKX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 8.91 vs. FOSKX (5.46). FOSKX return over 5 years is better than : 19.17 vs. AEPFX (3.40).
| AEPFX | FOSKX | AEPFX / FOSKX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 8.169 | 7.487 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.43B | 1,843% |
| Annual Yield % from dividends | 2.72 | 1.71 | 159% |
| Returns for 1 year | 8.91 | 5.46 | 163% |
| Returns for 3 years | 31.21 | 45.69 | 68% |
| Returns for 5 years | 3.40 | 19.17 | 18% |
| Returns for 10 years | 56.30 | 95.44 | 59% |
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