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AEPFX vs FZABX
AEPFX vs FZABX Comparison
Open Charts AEPFX vs FZABX
AEPFX vs FZABX Comparison Chart in %
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AEPFX vs. FZABX commentary
Jun 04, 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 FZABX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FZABX (1.81B). AEPFX pays higher dividends than FZABX: AEPFX (2.64) vs FZABX (1.55). AEPFX was incepted earlier than FZABX: AEPFX (18 years) vs FZABX (13 years). FZABX (0.72) is less costly to investors than AEPFX (0.58). FZABX is a more actively managed with annual turnover of: 46.00 vs. AEPFX (35.00). FZABX has a lower initial minimum investment than AEPFX: FZABX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. FZABX (8.20). FZABX return over 5 years is better than : 7.11 vs. AEPFX (0.76).
| AEPFX | FZABX | AEPFX / FZABX | |
| Total Expense Ratio | 0.58 | 0.72 | 81% |
| Annual Report Gross Expense Ratio | 0.58 | 0.72 | 81% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.682 | 10.805 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.81B | 7,561% |
| Annual Yield % from dividends | 2.64 | 1.55 | 170% |
| Returns for 1 year | 15.11 | 8.20 | 184% |
| Returns for 3 years | 33.24 | 31.67 | 105% |
| Returns for 5 years | 0.76 | 7.11 | 11% |
| Returns for 10 years | 69.19 | 68.99 | 100% |
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