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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
Jun 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 Hold and FOSKX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FOSKX (7.68B). AEPFX pays higher dividends than FOSKX: AEPFX (2.64) vs FOSKX (1.72). AEPFX was incepted earlier than FOSKX: AEPFX (18 years) vs FOSKX (18 years). FOSKX (0.59) and AEPFX (0.58) have similar cost to investors . FOSKX is a more actively managed with annual turnover of: 50.00 vs. AEPFX (35.00). 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 : 15.11 vs. FOSKX (3.64). FOSKX return over 5 years is better than : 22.26 vs. AEPFX (0.76).
| AEPFX | FOSKX | AEPFX / FOSKX | |
| Total Expense Ratio | 0.58 | 0.59 | 98% |
| Annual Report Gross Expense Ratio | 0.58 | 0.59 | 98% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 11.682 | 4.442 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.68B | 1,784% |
| Annual Yield % from dividends | 2.64 | 1.72 | 153% |
| Returns for 1 year | 15.11 | 3.64 | 415% |
| Returns for 3 years | 33.24 | 37.13 | 90% |
| Returns for 5 years | 0.76 | 22.26 | 3% |
| Returns for 10 years | 69.19 | 92.57 | 75% |
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