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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 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 Buy and FOSKX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B 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 : 8.51 vs. FOSKX (5.97). FOSKX return over 5 years is better than : 18.28 vs. AEPFX (-0.90).
| 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 | 4.060 | 5.671 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 7.43B | 1,897% |
| Annual Yield % from dividends | 2.72 | 1.71 | 159% |
| Returns for 1 year | 8.51 | 5.97 | 143% |
| Returns for 3 years | 19.36 | 36.53 | 53% |
| Returns for 5 years | -0.90 | 18.28 | -5% |
| Returns for 10 years | 54.97 | 95.84 | 57% |
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