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AEPCX vs BGEFX
AEPCX vs BGEFX Comparison
Open Charts AEPCX vs BGEFX
AEPCX vs BGEFX Comparison Chart in %
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AEPCX vs. BGEFX commentary
Sep 13, 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 AEPCX is a Buy and BGEFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. BGEFX (2.98B). AEPCX pays higher dividends than BGEFX: AEPCX (2.07) vs BGEFX (0.16). AEPCX was incepted earlier than BGEFX: AEPCX (26 years) vs BGEFX (12 years). AEPCX (1.58) is less costly to investors than BGEFX (0.47). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BGEFX (21.00). AEPCX has a lower initial minimum investment than BGEFX: AEPCX (250) vs BGEFX (200000000). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. BGEFX (-1.20). AEPCX return over 5 years is better than : -8.48 vs. BGEFX (-32.10).
| AEPCX | BGEFX | AEPCX / BGEFX | |
| Total Expense Ratio | 1.58 | 0.47 | 336% |
| Annual Report Gross Expense Ratio | 1.58 | 0.47 | 336% |
| Fund Existence | 26 years | 12 years | - |
| Gain YTD | 6.041 | 5.277 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 2.98B | 4,706% |
| Annual Yield % from dividends | 2.07 | 0.16 | 1,273% |
| Returns for 1 year | 3.15 | -1.20 | -261% |
| Returns for 3 years | 24.32 | 26.71 | 91% |
| Returns for 5 years | -8.48 | -32.10 | 26% |
| Returns for 10 years | 40.12 | 54.94 | 73% |
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