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AEPFX vs FZAIX
AEPFX vs FZAIX Comparison
Open Charts AEPFX vs FZAIX
AEPFX vs FZAIX Comparison Chart in %
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AEPFX vs. FZAIX 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FZAIX (13.2B). FZAIX (2.73) and AEPFX (2.70) have matching dividends . AEPFX was incepted earlier than FZAIX: AEPFX (18 years) vs FZAIX (13 years). AEPFX (0.59) and FZAIX (0.59) have similar cost to investors . FZAIX is a more actively managed with annual turnover of: 54.00 vs. AEPFX (50.00). FZAIX has a lower initial minimum investment than AEPFX: FZAIX (0) vs AEPFX (250). FZAIX annual gain was more profitable for investors over the last year : 16.10 vs. AEPFX (5.78). FZAIX return over 5 years is better than : 23.64 vs. AEPFX (-3.46).
| AEPFX | FZAIX | AEPFX / FZAIX | |
| Total Expense Ratio | 0.59 | 0.59 | 100% |
| Annual Report Gross Expense Ratio | 0.59 | 0.59 | 100% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 2.701 | 11.982 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.70 | 2.73 | 99% |
| Returns for 1 year | 5.78 | 16.10 | 36% |
| Returns for 3 years | 17.67 | 54.15 | 33% |
| Returns for 5 years | -3.46 | 23.64 | -15% |
| Returns for 10 years | 53.95 | 90.80 | 59% |
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