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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
Aug 23, 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 StrongBuy and FZABX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FZABX (1.83B). AEPFX pays higher dividends than FZABX: AEPFX (2.72) vs FZABX (1.54). AEPFX was incepted earlier than FZABX: AEPFX (18 years) vs FZABX (13 years). FZABX (0.72) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FZABX (46.00). FZABX has a lower initial minimum investment than AEPFX: FZABX (0) vs AEPFX (250). AEPFX (8.91) and FZABX (8.78) have marching annual gain over last year. FZABX return over 5 years is better than : 6.53 vs. AEPFX (3.40).
| AEPFX | FZABX | AEPFX / FZABX | |
| Total Expense Ratio | 0.59 | 0.72 | 82% |
| Annual Report Gross Expense Ratio | 0.59 | 0.72 | 82% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 8.169 | 14.124 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.83B | 7,474% |
| Annual Yield % from dividends | 2.72 | 1.54 | 177% |
| Returns for 1 year | 8.91 | 8.78 | 101% |
| Returns for 3 years | 31.21 | 38.20 | 82% |
| Returns for 5 years | 3.40 | 6.53 | 52% |
| Returns for 10 years | 56.30 | 70.89 | 79% |
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