AEPGX
Price
$62.89
Change
+$0.41 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FCPIX
Price
$37.94
Change
+$0.29 (+0.77%)
Updated
Jul 31 closing price
Net Assets
18.02B
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AEPGX vs FCPIX

AEPGX vs FCPIX Comparison Chart in %
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AEPGX vs. FCPIX 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 FCPIX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FCPIX (18B). AEPGX pays higher dividends than FCPIX: AEPGX (2.56) vs FCPIX (0.52). 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 : 8.28 vs. FCPIX (2.25). FCPIX return over 5 years is better than : 20.89 vs. AEPGX (-3.18).
AEPGXFCPIXAEPGX / FCPIX
Total Expense Ratio0.830.8993%
Annual Report Gross Expense Ratio0.830.8993%
Fund Existence42 years29 years-
Gain YTD3.9335.68269%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B18B783%
Annual Yield % from dividends2.560.52493%
Returns for 1 year8.282.25369%
Returns for 3 years18.5439.3747%
Returns for 5 years-3.1820.89-15%
Returns for 10 years46.68128.2436%
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