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AEPGX vs FSOSX
AEPGX vs FSOSX Comparison
Open Charts AEPGX vs FSOSX
AEPGX vs FSOSX Comparison Chart in %
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AEPGX vs. FSOSX 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 FSOSX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FSOSX (17.8B). AEPGX pays higher dividends than FSOSX: AEPGX (2.47) vs FSOSX (2.26). AEPGX was incepted earlier than FSOSX: AEPGX (42 years) vs FSOSX (7 years). AEPGX (0.83) is less costly to investors than FSOSX (0.01). FSOSX is a more actively managed with annual turnover of: 49.00 vs. AEPGX (35.00). FSOSX has a lower initial minimum investment than AEPGX: FSOSX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. FSOSX (0.64). FSOSX return over 5 years is better than : 26.41 vs. AEPGX (-1.55).
| AEPGX | FSOSX | AEPGX / FSOSX | |
| Total Expense Ratio | 0.83 | 0.01 | 8,300% |
| Annual Report Gross Expense Ratio | 0.83 | 0.01 | 8,300% |
| Fund Existence | 42 years | 7 years | - |
| Gain YTD | 11.585 | 4.622 | 251% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 17.8B | 770% |
| Annual Yield % from dividends | 2.47 | 2.26 | 109% |
| Returns for 1 year | 14.87 | 0.64 | 2,311% |
| Returns for 3 years | 32.29 | 34.58 | 93% |
| Returns for 5 years | -1.55 | 26.41 | -6% |
| Returns for 10 years | 60.12 | N/A | - |
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