AEPGX
Price
$62.07
Change
-$1.04 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
FOSKX
Price
$74.91
Change
-$1.20 (-1.58%)
Updated
Jul 13 closing price
Net Assets
7.87B
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AEPGX vs FOSKX

AEPGX vs FOSKX Comparison Chart in %
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AEPGX vs. FOSKX 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 FOSKX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FOSKX (7.88B). AEPGX pays higher dividends than FOSKX: AEPGX (2.53) vs FOSKX (1.67). 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 : 5.55 vs. FOSKX (4.71). FOSKX return over 5 years is better than : 21.30 vs. AEPGX (-5.69).
AEPGXFOSKXAEPGX / FOSKX
Total Expense Ratio0.830.59141%
Annual Report Gross Expense Ratio0.830.59141%
Fund Existence42 years18 years-
Gain YTD2.5786.31441%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B7.88B1,790%
Annual Yield % from dividends2.531.67152%
Returns for 1 year5.554.71118%
Returns for 3 years16.8335.4547%
Returns for 5 years-5.6921.30-27%
Returns for 10 years45.72101.6045%
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