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AEPGX vs FCPAX
AEPGX vs FCPAX Comparison
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AEPGX vs FCPAX Comparison Chart in %
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AEPGX vs. FCPAX 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 FCPAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FCPAX (16.6B). AEPGX pays higher dividends than FCPAX: AEPGX (2.47) vs FCPAX (0.39). AEPGX was incepted earlier than FCPAX: AEPGX (42 years) vs FCPAX (29 years). FCPAX (1.14) is less costly to investors than AEPGX (0.83). FCPAX is a more actively managed with annual turnover of: 96.00 vs. AEPGX (35.00). AEPGX (6%) and FCPAX (6%) have equivalent initial investment costs. FCPAX has a lower initial minimum investment than AEPGX: FCPAX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. FCPAX (6.34). FCPAX return over 5 years is better than : 26.57 vs. AEPGX (-1.65).
| AEPGX | FCPAX | AEPGX / FCPAX | |
| Total Expense Ratio | 0.83 | 1.14 | 73% |
| Annual Report Gross Expense Ratio | 0.83 | 1.14 | 73% |
| Fund Existence | 42 years | 29 years | - |
| Gain YTD | 12.180 | 8.833 | 138% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 16.6B | 825% |
| Annual Yield % from dividends | 2.47 | 0.39 | 639% |
| Returns for 1 year | 15.96 | 6.34 | 252% |
| Returns for 3 years | 33.00 | 44.96 | 73% |
| Returns for 5 years | -1.65 | 26.57 | -6% |
| Returns for 10 years | 60.98 | 133.39 | 46% |
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