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AEPFX vs FZAJX
AEPFX vs FZAJX Comparison
Open Charts AEPFX vs FZAJX
AEPFX vs FZAJX Comparison Chart in %
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AEPFX vs. FZAJX 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 FZAJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. FZAJX (8.27B). AEPFX pays higher dividends than FZAJX: AEPFX (2.64) vs FZAJX (0.81). AEPFX was incepted earlier than FZAJX: AEPFX (18 years) vs FZAJX (13 years). FZAJX (0.77) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FZAJX (39.00). FZAJX has a lower initial minimum investment than AEPFX: FZAJX (0) vs AEPFX (250). FZAJX annual gain was more profitable for investors over the last year : 19.86 vs. AEPFX (10.87). FZAJX return over 5 years is better than : 29.36 vs. AEPFX (-3.20).
| AEPFX | FZAJX | AEPFX / FZAJX | |
| Total Expense Ratio | 0.59 | 0.77 | 77% |
| Annual Report Gross Expense Ratio | 0.59 | 0.77 | 77% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 4.076 | 12.848 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 8.27B | 1,730% |
| Annual Yield % from dividends | 2.64 | 0.81 | 324% |
| Returns for 1 year | 10.87 | 19.86 | 55% |
| Returns for 3 years | 24.32 | 46.42 | 52% |
| Returns for 5 years | -3.20 | 29.36 | -11% |
| Returns for 10 years | 66.65 | 148.79 | 45% |
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