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AEPGX vs FCPAX
AEPGX vs FCPAX Comparison
Open Charts AEPGX vs FCPAX
AEPGX vs FCPAX Comparison Chart in %
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AEPGX vs. FCPAX commentary
Aug 03, 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 FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FCPAX (18B). AEPGX pays higher dividends than FCPAX: AEPGX (2.56) vs FCPAX (0.40). 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 (50.00). 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 : 8.28 vs. FCPAX (1.58). FCPAX return over 5 years is better than : 18.80 vs. AEPGX (-3.18).
| 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 | 3.933 | 5.487 | 72% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.56 | 0.40 | 643% |
| Returns for 1 year | 8.28 | 1.58 | 524% |
| Returns for 3 years | 18.54 | 37.77 | 49% |
| Returns for 5 years | -3.18 | 18.80 | -17% |
| Returns for 10 years | 46.68 | 123.21 | 38% |
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