AEPCX
Price
$58.33
Change
-$0.67 (-1.14%)
Updated
Jul 24 closing price
Net Assets
140.66B
BGEUX
Price
$13.97
Change
-$0.05 (-0.36%)
Updated
Jul 24 closing price
Net Assets
2.87B
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AEPCX vs BGEUX

AEPCX vs BGEUX Comparison Chart in %
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AEPCX vs. BGEUX commentary
Jul 26, 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 BGEUX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. BGEUX (2.87B). AEPCX was incepted earlier than BGEUX: AEPCX (25 years) vs BGEUX (16 years). AEPCX (1.58) is less costly to investors than BGEUX (0.50). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BGEUX (21.00). AEPCX has a lower initial minimum investment than BGEUX: AEPCX (250) vs BGEUX (100000000). AEPCX annual gain was more profitable for investors over the last year : 0.99 vs. BGEUX (-4.32). AEPCX return over 5 years is better than : -10.38 vs. BGEUX (-34.32).
AEPCXBGEUXAEPCX / BGEUX
Total Expense Ratio1.580.50316%
Annual Report Gross Expense Ratio1.580.50316%
Fund Existence25 years16 years-
Gain YTD0.9690.755128%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets141B2.87B4,921%
Annual Yield % from dividends2.11N/A-
Returns for 1 year0.99-4.32-23%
Returns for 3 years12.619.80129%
Returns for 5 years-10.38-34.3230%
Returns for 10 years36.4138.8194%
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