AEPGX
Price
$62.89
Change
+$0.41 (+0.66%)
Updated
Jul 31 closing price
Net Assets
140.66B
FSOSX
Price
$15.82
Change
+$0.01 (+0.06%)
Updated
Jul 31 closing price
Net Assets
17.67B
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AEPGX vs FSOSX

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

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FSOSX (17.7B). AEPGX pays higher dividends than FSOSX: AEPGX (2.56) vs FSOSX (2.25). 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). AEPGX (50.00) and FSOSX (49.00) have comparable annual turnover. 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 : 8.28 vs. FSOSX (2.84). FSOSX return over 5 years is better than : 22.08 vs. AEPGX (-3.18).
AEPGXFSOSXAEPGX / FSOSX
Total Expense Ratio0.830.018,300%
Annual Report Gross Expense Ratio0.830.018,300%
Fund Existence42 years7 years-
Gain YTD3.9335.96166%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B17.7B797%
Annual Yield % from dividends2.562.25114%
Returns for 1 year8.282.84292%
Returns for 3 years18.5433.6055%
Returns for 5 years-3.1822.08-14%
Returns for 10 years46.68N/A-
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