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AEPGX vs FOSKX
AEPGX vs FOSKX Comparison
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AEPGX vs FOSKX Comparison Chart in %
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AEPGX vs. FOSKX commentary
Aug 23, 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 StrongBuy and FOSKX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FOSKX (7.43B). AEPGX pays higher dividends than FOSKX: AEPGX (2.56) vs FOSKX (1.71). AEPGX was incepted earlier than FOSKX: AEPGX (42 years) vs FOSKX (18 years). AEPGX (0.83) is less costly to investors than FOSKX (0.59). AEPGX (50.00) and FOSKX (50.00) have comparable annual turnover. FOSKX has a lower initial minimum investment than AEPGX: FOSKX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 8.66 vs. FOSKX (5.46). FOSKX return over 5 years is better than : 19.17 vs. AEPGX (1.00).
| AEPGX | FOSKX | AEPGX / FOSKX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 8.015 | 7.487 | 107% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.43B | 1,843% |
| Annual Yield % from dividends | 2.56 | 1.71 | 150% |
| Returns for 1 year | 8.66 | 5.46 | 159% |
| Returns for 3 years | 30.30 | 45.69 | 66% |
| Returns for 5 years | 1.00 | 19.17 | 5% |
| Returns for 10 years | 47.95 | 95.44 | 50% |
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