Interact to see
Advertisement
Advertisement
AEPGX vs FCPIX
AEPGX vs FCPIX Comparison
Open Charts AEPGX vs FCPIX
AEPGX vs FCPIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FCPIX commentary
Jun 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 Hold and FCPIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FCPIX (16.6B). AEPGX pays higher dividends than FCPIX: AEPGX (2.47) vs FCPIX (0.51). AEPGX was incepted earlier than FCPIX: AEPGX (42 years) vs FCPIX (29 years). FCPIX (0.89) is less costly to investors than AEPGX (0.83). FCPIX is a more actively managed with annual turnover of: 96.00 vs. AEPGX (35.00). FCPIX has a lower initial minimum investment than AEPGX: FCPIX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. FCPIX (7.03). FCPIX return over 5 years is better than : 28.76 vs. AEPGX (-1.55).
| AEPGX | FCPIX | AEPGX / FCPIX | |
| Total Expense Ratio | 0.83 | 0.89 | 93% |
| Annual Report Gross Expense Ratio | 0.83 | 0.89 | 93% |
| Fund Existence | 42 years | 29 years | - |
| Gain YTD | 11.585 | 8.969 | 129% |
| Front Load | 6% | N/A | - |
| 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 | 0.51 | 489% |
| Returns for 1 year | 14.87 | 7.03 | 211% |
| Returns for 3 years | 32.29 | 46.68 | 69% |
| Returns for 5 years | -1.55 | 28.76 | -5% |
| Returns for 10 years | 60.12 | 138.58 | 43% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HDDVX | 21.00 | 0.16 | +0.77% |
| Janus Henderson International Div D | |||
| ECDIX | 21.53 | N/A | N/A |
| Eaton Vance Global Equity Income C | |||
| FFCMX | 23.21 | N/A | N/A |
| Fidelity Advisor Asset Manager 50% C | |||
| FARMX | 21.18 | N/A | N/A |
| Fidelity Agricultural Productivity | |||
| MNSQX | 24.86 | N/A | N/A |
| Invesco Main Street Small Cap R5 | |||