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AEPGX vs FCPIX
AEPGX vs FCPIX Comparison
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AEPGX vs FCPIX Comparison Chart in %
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AEPGX vs. FCPIX commentary
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FCPIX (18.5B). AEPGX pays higher dividends than FCPIX: AEPGX (2.53) vs FCPIX (0.49). 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 (50.00). 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 : 5.55 vs. FCPIX (4.83). FCPIX return over 5 years is better than : 26.13 vs. AEPGX (-5.69).
| 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 | 2.578 | 9.164 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.5B | 762% |
| Annual Yield % from dividends | 2.53 | 0.49 | 517% |
| Returns for 1 year | 5.55 | 4.83 | 115% |
| Returns for 3 years | 16.83 | 41.86 | 40% |
| Returns for 5 years | -5.69 | 26.13 | -22% |
| Returns for 10 years | 45.72 | 140.74 | 32% |
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