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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
Aug 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 Buy and FCADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FCADX (13.2B). AEPGX pays higher dividends than FCADX: AEPGX (2.56) vs FCADX (1.94). AEPGX was incepted earlier than FCADX: AEPGX (42 years) vs FCADX (22 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 (50.00). 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 : 16.52 vs. AEPGX (8.95). FCADX return over 5 years is better than : 13.86 vs. AEPGX (-4.90).
| 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 | 22 years | - |
| Gain YTD | 3.768 | 10.612 | 36% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.56 | 1.94 | 132% |
| Returns for 1 year | 8.95 | 16.52 | 54% |
| Returns for 3 years | 20.90 | 52.88 | 40% |
| Returns for 5 years | -4.90 | 13.86 | -35% |
| Returns for 10 years | 45.72 | 74.30 | 62% |
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