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AEPCX vs BGEVX
AEPCX vs BGEVX Comparison
Open Charts AEPCX vs BGEVX
AEPCX vs BGEVX Comparison Chart in %
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AEPCX vs. BGEVX 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 BGEVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BGEVX (2.99B). AEPCX pays higher dividends than BGEVX: AEPCX (2.06) vs BGEVX (0.22). AEPCX was incepted earlier than BGEVX: AEPCX (25 years) vs BGEVX (14 years). AEPCX (1.57) is less costly to investors than BGEVX (0.42). AEPCX is a more actively managed with annual turnover of: 35.00 vs. BGEVX (21.00). AEPCX has a lower initial minimum investment than BGEVX: AEPCX (250) vs BGEVX (500000000). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. BGEVX (4.27). AEPCX return over 5 years is better than : -5.59 vs. BGEVX (-29.71).
| AEPCX | BGEVX | AEPCX / BGEVX | |
| Total Expense Ratio | 1.57 | 0.42 | 374% |
| Annual Report Gross Expense Ratio | 1.57 | 0.42 | 374% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 11.217 | 4.542 | 247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 2.99B | 4,577% |
| Annual Yield % from dividends | 2.06 | 0.22 | 942% |
| Returns for 1 year | 13.48 | 4.27 | 316% |
| Returns for 3 years | 28.39 | 20.28 | 140% |
| Returns for 5 years | -5.59 | -29.71 | 19% |
| Returns for 10 years | 51.98 | 51.14 | 102% |
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