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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 24, 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: 143B 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 (0.59). 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 : 13.81 vs. AEPFX (10.87). FZABX return over 5 years is better than : 10.62 vs. AEPFX (-3.20).
| 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 | 4.076 | 14.654 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 1.81B | 7,892% |
| Annual Yield % from dividends | 2.64 | 1.55 | 170% |
| Returns for 1 year | 10.87 | 13.81 | 79% |
| Returns for 3 years | 24.32 | 37.00 | 66% |
| Returns for 5 years | -3.20 | 10.62 | -30% |
| Returns for 10 years | 66.65 | 88.45 | 75% |
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