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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
Sep 12, 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 FOSKX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. FOSKX (7.49B). AEPFX pays higher dividends than FOSKX: AEPFX (2.64) vs FOSKX (1.69). 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 : 4.84 vs. FOSKX (1.93). FOSKX return over 5 years is better than : 12.77 vs. AEPFX (-2.16).
| 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 | 7.092 | 5.043 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 7.49B | 1,868% |
| Annual Yield % from dividends | 2.64 | 1.69 | 157% |
| Returns for 1 year | 4.84 | 1.93 | 250% |
| Returns for 3 years | 29.39 | 41.92 | 70% |
| Returns for 5 years | -2.16 | 12.77 | -17% |
| Returns for 10 years | 56.42 | 93.68 | 60% |
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