AEPCX
Price
$64.08
Change
-$0.51 (-0.79%)
Updated
Jun 3 closing price
Net Assets
136.57B
BGEFX
Price
$14.39
Change
-$0.23 (-1.57%)
Updated
Jun 3 closing price
Net Assets
3B
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AEPCX vs BGEFX

Header iconAEPCX vs BGEFX Comparison
Open Charts AEPCX vs BGEFXBanner chart's image
AEPCX vs BGEFX Comparison Chart in %
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AEPCX vs. BGEFX commentary
Jun 04, 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 Hold and BGEFX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BGEFX (3.01B). AEPCX pays higher dividends than BGEFX: AEPCX (2.06) vs BGEFX (0.17). AEPCX was incepted earlier than BGEFX: AEPCX (25 years) vs BGEFX (11 years). AEPCX (1.57) is less costly to investors than BGEFX (0.47). AEPCX is a more actively managed with annual turnover of: 35.00 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 : 14.54 vs. BGEFX (2.82). AEPCX return over 5 years is better than : -5.70 vs. BGEFX (-31.68).
AEPCXBGEFXAEPCX / BGEFX
Total Expense Ratio1.570.47334%
Annual Report Gross Expense Ratio1.570.47334%
Fund Existence25 years11 years-
Gain YTD11.8052.901407%
Front LoadN/AN/A-
Min. Initial Investment2502000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B3.01B4,559%
Annual Yield % from dividends2.060.171,205%
Returns for 1 year14.542.82516%
Returns for 3 years29.0718.20160%
Returns for 5 years-5.70-31.6818%
Returns for 10 years52.7951.44103%
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