AEPCX
Price
$59.21
Change
+$1.81 (+3.15%)
Updated
Jul 30 closing price
Net Assets
140.66B
BGEKX
Price
$14.17
Change
-$0.03 (-0.21%)
Updated
Jul 29 closing price
Net Assets
2.86B
Interact to see
Advertisement

AEPCX vs BGEKX

AEPCX vs BGEKX Comparison Chart in %
View a ticker or compare two or three
VS
AEPCX vs. BGEKX commentary
Jul 31, 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 BGEKX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. BGEKX (2.86B). AEPCX pays higher dividends than BGEKX: AEPCX (2.11) vs BGEKX (0.07). AEPCX was incepted earlier than BGEKX: AEPCX (25 years) vs BGEKX (9 years). AEPCX (1.58) is less costly to investors than BGEKX (0.57). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BGEKX (21.00). AEPCX has a lower initial minimum investment than BGEKX: AEPCX (250) vs BGEKX (10000000). AEPCX annual gain was more profitable for investors over the last year : 5.23 vs. BGEKX (-1.39). AEPCX return over 5 years is better than : -7.90 vs. BGEKX (-31.62).
AEPCXBGEKXAEPCX / BGEKX
Total Expense Ratio1.580.57277%
Annual Report Gross Expense Ratio1.580.57277%
Fund Existence25 years9 years-
Gain YTD2.4931.942128%
Front LoadN/AN/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.86B4,930%
Annual Yield % from dividends2.110.073,024%
Returns for 1 year5.23-1.39-377%
Returns for 3 years13.138.22160%
Returns for 5 years-7.90-31.6225%
Returns for 10 years36.69N/A-
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
TRZAX56.980.22
+0.39%
T. Rowe Price Value Z
TSUMX15.310.01
+0.07%
Thornburg Summit I
ILLLX26.27N/A
N/A
Transamerica Capital Growth C
EQIAX16.67N/A
N/A
Allspring Emerging Markets Eq Advtg A
FIWBX15.67N/A
N/A
Fidelity Advisor Multi-Asset Income Z