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AEPGX vs FCADX
AEPGX vs FCADX Comparison
Open Charts AEPGX vs FCADX
AEPGX vs FCADX Comparison Chart in %
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AEPGX vs. FCADX 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 AEPGX is a Hold and FCADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FCADX (13B). AEPGX pays higher dividends than FCADX: AEPGX (2.47) vs FCADX (1.93). AEPGX was incepted earlier than FCADX: AEPGX (42 years) vs FCADX (21 years). FCADX (1.70) is less costly to investors than AEPGX (0.83). FCADX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (35.00). FCADX has a lower initial minimum investment than AEPGX: FCADX (0) vs AEPGX (250). FCADX annual gain was more profitable for investors over the last year : 16.05 vs. AEPGX (14.87). FCADX return over 5 years is better than : 14.21 vs. AEPGX (-1.55).
| AEPGX | FCADX | AEPGX / FCADX | |
| Total Expense Ratio | 0.83 | 1.70 | 49% |
| Annual Report Gross Expense Ratio | 0.83 | 1.70 | 49% |
| Fund Existence | 42 years | 21 years | - |
| Gain YTD | 11.585 | 10.540 | 110% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 1.93 | 128% |
| Returns for 1 year | 14.87 | 16.05 | 93% |
| Returns for 3 years | 32.29 | 52.93 | 61% |
| Returns for 5 years | -1.55 | 14.21 | -11% |
| Returns for 10 years | 60.12 | 71.93 | 84% |
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