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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
Sep 13, 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 Buy and FZAJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. FZAJX (6.49B). AEPFX pays higher dividends than FZAJX: AEPFX (2.64) vs FZAJX (0.80). 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 (4.95) and AEPFX (4.84) have marching annual gain over last year. FZAJX return over 5 years is better than : 14.94 vs. AEPFX (-2.16).
| 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 | 7.092 | 6.667 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.49B | 2,157% |
| Annual Yield % from dividends | 2.64 | 0.80 | 329% |
| Returns for 1 year | 4.84 | 4.95 | 98% |
| Returns for 3 years | 29.39 | 41.58 | 71% |
| Returns for 5 years | -2.16 | 14.94 | -14% |
| Returns for 10 years | 56.42 | 121.59 | 46% |
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