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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 04, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B 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 (0.58). FZAJX is a more actively managed with annual turnover of: 39.00 vs. AEPFX (35.00). FZAJX has a lower initial minimum investment than AEPFX: FZAJX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. FZAJX (9.99). FZAJX return over 5 years is better than : 23.17 vs. AEPFX (0.76).
| AEPFX | FZAJX | AEPFX / FZAJX | |
| Total Expense Ratio | 0.58 | 0.77 | 75% |
| Annual Report Gross Expense Ratio | 0.58 | 0.77 | 75% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 11.682 | 5.916 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.64 | 0.81 | 324% |
| Returns for 1 year | 15.11 | 9.99 | 151% |
| Returns for 3 years | 33.24 | 36.36 | 91% |
| Returns for 5 years | 0.76 | 23.17 | 3% |
| Returns for 10 years | 69.19 | 120.03 | 58% |
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