Interact to see
Advertisement
Advertisement
AEPGX vs FOSKX
AEPGX vs FOSKX Comparison
Open Charts AEPGX vs FOSKX
AEPGX vs FOSKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FOSKX 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 FOSKX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FOSKX (7.68B). AEPGX pays higher dividends than FOSKX: AEPGX (2.47) vs FOSKX (1.72). 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). FOSKX is a more actively managed with annual turnover of: 50.00 vs. AEPGX (35.00). 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 : 14.87 vs. FOSKX (3.64). FOSKX return over 5 years is better than : 22.26 vs. AEPGX (-1.55).
| 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 | 11.585 | 4.442 | 261% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 7.68B | 1,784% |
| Annual Yield % from dividends | 2.47 | 1.72 | 144% |
| Returns for 1 year | 14.87 | 3.64 | 408% |
| Returns for 3 years | 32.29 | 37.13 | 87% |
| Returns for 5 years | -1.55 | 22.26 | -7% |
| Returns for 10 years | 60.12 | 92.57 | 65% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement