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AEPGX vs FCIRX
AEPGX vs FCIRX Comparison
Open Charts AEPGX vs FCIRX
AEPGX vs FCIRX Comparison Chart in %
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AEPGX vs. FCIRX commentary
Sep 12, 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 FCIRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FCIRX (450M). AEPGX pays higher dividends than FCIRX: AEPGX (2.48) vs FCIRX (0.51). AEPGX was incepted earlier than FCIRX: AEPGX (42 years) vs FCIRX (9 years). FCIRX (1.25) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FCIRX (25.00). AEPGX (6%) and FCIRX (6%) have equivalent initial investment costs. AEPGX has a lower initial minimum investment than FCIRX: AEPGX (250) vs FCIRX (15000). FCIRX annual gain was more profitable for investors over the last year : 5.49 vs. AEPGX (4.61). FCIRX return over 5 years is better than : 13.37 vs. AEPGX (-4.41).
| AEPGX | FCIRX | AEPGX / FCIRX | |
| Total Expense Ratio | 0.83 | 1.20 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.25 | 66% |
| Fund Existence | 42 years | 9 years | - |
| Gain YTD | 6.924 | 1.795 | 386% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 250 | 15000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 450M | 31,111% |
| Annual Yield % from dividends | 2.48 | 0.51 | 491% |
| Returns for 1 year | 4.61 | 5.49 | 84% |
| Returns for 3 years | 28.47 | 27.33 | 104% |
| Returns for 5 years | -4.41 | 13.37 | -33% |
| Returns for 10 years | 48.08 | N/A | - |
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