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AEPCX vs BGEFX
AEPCX vs BGEFX Comparison
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AEPCX vs BGEFX Comparison Chart in %
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AEPCX vs. BGEFX commentary
Aug 23, 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 StrongBuy and BGEFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BGEFX (3.06B). AEPCX pays higher dividends than BGEFX: AEPCX (2.13) vs BGEFX (0.17). AEPCX was incepted earlier than BGEFX: AEPCX (25 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). BGEFX (7.49) and AEPCX (7.17) have marching annual gain over last year. AEPCX return over 5 years is better than : -3.27 vs. BGEFX (-24.92).
| AEPCX | BGEFX | AEPCX / BGEFX | |
| Total Expense Ratio | 1.58 | 0.47 | 336% |
| Annual Report Gross Expense Ratio | 1.58 | 0.47 | 336% |
| Fund Existence | 25 years | 12 years | - |
| Gain YTD | 7.184 | 10.441 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 200000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.06B | 4,477% |
| Annual Yield % from dividends | 2.13 | 0.17 | 1,257% |
| Returns for 1 year | 7.17 | 7.49 | 96% |
| Returns for 3 years | 26.10 | 33.04 | 79% |
| Returns for 5 years | -3.27 | -24.92 | 13% |
| Returns for 10 years | 40.04 | 62.54 | 64% |
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