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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
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 FZAJX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FZAJX (9.48B). AEPFX pays higher dividends than FZAJX: AEPFX (2.70) vs FZAJX (0.78). 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 : 10.13 vs. AEPFX (5.78). FZAJX return over 5 years is better than : 22.49 vs. AEPFX (-3.46).
| 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 | 2.701 | 8.742 | 31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.70 | 0.78 | 347% |
| Returns for 1 year | 5.78 | 10.13 | 57% |
| Returns for 3 years | 17.67 | 35.32 | 50% |
| Returns for 5 years | -3.46 | 22.49 | -15% |
| Returns for 10 years | 53.95 | 126.91 | 43% |
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