FEPUX has more cash in the bank: 137B vs. AWPZX (662M). FEPUX pays higher dividends than AWPZX: FEPUX (2.76) vs AWPZX (0.00). AWPZX was incepted earlier than FEPUX: AWPZX (5 years) vs FEPUX (6 years). AWPZX (0.78) is less costly to investors than FEPUX (0.53). FEPUX (50.00) and AWPZX (48.00) have comparable annual turnover. FEPUX has a lower initial minimum investment than AWPZX: FEPUX (250) vs AWPZX (2000000). FEPUX annual gain was more profitable for investors over the last year : 8.97 vs. AWPZX (7.12). FEPUX return over 5 years is better than : 3.65 vs. AWPZX (-6.66).

	AWPZX	FEPUX	AWPZX / FEPUX
Total Expense Ratio	0.77	0.53	145%
Annual Report Gross Expense Ratio	0.78	0.53	147%
Fund Existence	5 years	6 years	-
Gain YTD	5.443	8.211	66%
Front Load	N/A	N/A	-
Min. Initial Investment	2000000	250	800,000%
Min. Initial Investment IRA	N/A	N/A	-
Net Assets	662M	137B	0%
Annual Yield % from dividends	0.00	2.76	-
Returns for 1 year	7.12	8.97	79%
Returns for 3 years	30.33	31.45	96%
Returns for 5 years	-6.66	3.65	-183%
Returns for 10 years	N/A	N/A	-

View a ticker or compare two or three

Ask AI

Compare

Interact to see
Advertisement

Interesting Tickers

MFs / NAME	Price $	Chg $	Chg %
		1 Day
DFEOX	56.65	0.27	+0.48%
DFA US Core Equity 1 I
TBDAX	22.30	0.10	+0.45%
PGIM Jennison Diversified Growth A
MDFGX	31.68	0.13	+0.41%
BlackRock Capital Appreciation Inv A
SMVTX	13.98	0.02	+0.14%
Virtus Ceredex Mid-Cap Value Equity I
JETNX	20.37	N/A	N/A
Janus Henderson Global Sust Eq N