AEPCX
Price
$59.86
Change
+$0.46 (+0.77%)
Updated
Jul 9 closing price
Net Assets
140.66B
BGEKX
Price
$14.52
Change
+$0.13 (+0.90%)
Updated
Jul 9 closing price
Net Assets
2.97B
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AEPCX vs BGEKX

AEPCX vs BGEKX Comparison Chart in %
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AEPCX vs. BGEKX commentary
Jul 11, 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 BGEKX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. BGEKX (2.97B). 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 : 5.02 vs. BGEKX (0.42). AEPCX return over 5 years is better than : -7.80 vs. BGEKX (-31.64).
AEPCXBGEKXAEPCX / BGEKX
Total Expense Ratio1.580.57277%
Annual Report Gross Expense Ratio1.580.57277%
Fund Existence25 years9 years-
Gain YTD3.5834.53279%
Front LoadN/AN/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.97B4,744%
Annual Yield % from dividends2.110.073,024%
Returns for 1 year5.020.421,203%
Returns for 3 years18.7219.6895%
Returns for 5 years-7.80-31.6425%
Returns for 10 years41.23N/A-
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