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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FZABX (1.87B). AEPFX pays higher dividends than FZABX: AEPFX (2.70) vs FZABX (1.52). 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). FZABX annual gain was more profitable for investors over the last year : 8.97 vs. AEPFX (5.78). FZABX return over 5 years is better than : 7.08 vs. AEPFX (-3.46).
| 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 | 2.701 | 12.994 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 1.87B | 7,536% |
| Annual Yield % from dividends | 2.70 | 1.52 | 178% |
| Returns for 1 year | 5.78 | 8.97 | 64% |
| Returns for 3 years | 17.67 | 29.57 | 60% |
| Returns for 5 years | -3.46 | 7.08 | -49% |
| Returns for 10 years | 53.95 | 76.94 | 70% |
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