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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
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 FCPAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FCPAX (18.3B). AEPGX pays higher dividends than FCPAX: AEPGX (2.48) 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 (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 : 4.61 vs. FCPAX (2.25). FCPAX return over 5 years is better than : 16.03 vs. AEPGX (-4.41).
| 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 | 6.924 | 7.838 | 88% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.48 | 0.39 | 638% |
| Returns for 1 year | 4.61 | 2.25 | 205% |
| Returns for 3 years | 28.47 | 46.19 | 62% |
| Returns for 5 years | -4.41 | 16.03 | -28% |
| Returns for 10 years | 48.08 | 132.44 | 36% |
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