Interact to see
Advertisement
Advertisement
AEPCX vs FOSFX
AEPCX vs FOSFX Comparison
Open Charts AEPCX vs FOSFX
American Funds EUPAC C
Price$58.13
Change+$0.12 (+0.21%)
VolumeN/A
Net Assets134.48B
Fidelity Overseas
Price$74.85
Change+$0.26 (+0.35%)
VolumeN/A
Net Assets7.31B
AEPCX vs FOSFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. FOSFX commentary
Jul 07, 2025
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 AEPCX is a Buy and FOSFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 134B vs. FOSFX (7.31B). FOSFX pays higher dividends than AEPCX: FOSFX (1.15) vs AEPCX (0.17). AEPCX was incepted earlier than FOSFX: AEPCX (24 years) vs FOSFX (41 years). AEPCX (1.59) is less costly to investors than FOSFX (0.68). FOSFX is a more actively managed with annual turnover of: 35.00 vs. AEPCX (30.00). FOSFX has a lower initial minimum investment than AEPCX: FOSFX (0) vs AEPCX (250). FOSFX annual gain was more profitable for investors over the last year : 14.92 vs. AEPCX (4.22). FOSFX return over 5 years is better than : 55.00 vs. AEPCX (12.85).
| AEPCX | FOSFX | AEPCX / FOSFX | |
| Total Expense Ratio | 1.59 | 0.68 | 234% |
| Annual Report Gross Expense Ratio | 1.59 | 0.68 | 234% |
| Fund Existence | 24 years | 41 years | - |
| Gain YTD | 12.502 | 19.569 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 134B | 7.31B | 1,832% |
| Annual Yield % from dividends | 0.17 | 1.15 | 14% |
| Returns for 1 year | 4.22 | 14.92 | 28% |
| Returns for 3 years | 27.15 | 59.41 | 46% |
| Returns for 5 years | 12.85 | 55.00 | 23% |
| Returns for 10 years | 22.20 | 84.61 | 26% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| SSCOX | 6.00 | 0.06 | +1.01% |
| Touchstone Small Company C | |||
| CICEX | 63.05 | 0.60 | +0.96% |
| American Funds Invmt Co of Amer 529E | |||
| GSVUX | 17.53 | 0.14 | +0.81% |
| Goldman Sachs Large Cap Value R6 | |||
| FLOWX | 19.46 | 0.08 | +0.41% |
| Fidelity Water Sustainability | |||
| JFNCX | 55.38 | 0.03 | +0.05% |
| Janus Henderson Global Life Sciences C | |||