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AEPFX vs FUEPX
AEPFX vs FUEPX Comparison
Open Charts AEPFX vs FUEPX
AEPFX vs FUEPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
AEPFX (143B) and FUEPX (143B) have equal amount of cash in the bank . AEPFX (2.64) and FUEPX (2.63) have matching dividends . AEPFX was incepted earlier than FUEPX: AEPFX (18 years) vs FUEPX (6 years). AEPFX (0.59) and FUEPX (0.59) have similar cost to investors . AEPFX (50.00) and FUEPX (50.00) have comparable annual turnover. AEPFX (250) and FUEPX (250) have matching initial minimum investment requirements. FUEPX annual gain was more profitable for investors over the last year : 14.49 vs. AEPFX (10.87). FUEPX return over 5 years is better than : 0.47 vs. AEPFX (-3.20).
| AEPFX | FUEPX | AEPFX / FUEPX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 18 years | 6 years | - |
| Gain YTD | 4.076 | 7.176 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 250 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 143B | 100% |
| Annual Yield % from dividends | 2.64 | 2.63 | 100% |
| Returns for 1 year | 10.87 | 14.49 | 75% |
| Returns for 3 years | 24.32 | 28.04 | 87% |
| Returns for 5 years | -3.20 | 0.47 | -674% |
| Returns for 10 years | 66.65 | N/A | - |
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