AEPCX
Price
$60.47
Change
-$0.14 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
BGEVX
Price
$14.59
Change
-$0.05 (-0.34%)
Updated
Sep 18 closing price
Net Assets
2.91B
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AEPCX vs BGEVX

AEPCX vs BGEVX Comparison Chart in %
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AEPCX vs. BGEVX commentary
Sep 21, 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 BGEVX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. BGEVX (2.91B). AEPCX pays higher dividends than BGEVX: AEPCX (2.07) vs BGEVX (0.21). AEPCX was incepted earlier than BGEVX: AEPCX (26 years) vs BGEVX (14 years). AEPCX (1.58) is less costly to investors than BGEVX (0.42). AEPCX is a more actively managed with annual turnover of: 50.00 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 : 0.91 vs. BGEVX (-5.66). AEPCX return over 5 years is better than : -8.74 vs. BGEVX (-31.58).
AEPCXBGEVXAEPCX / BGEVX
Total Expense Ratio1.580.42376%
Annual Report Gross Expense Ratio1.580.42376%
Fund Existence26 years14 years-
Gain YTD4.6743.967118%
Front LoadN/AN/A-
Min. Initial Investment2505000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.91B4,806%
Annual Yield % from dividends2.070.21996%
Returns for 1 year0.91-5.66-16%
Returns for 3 years23.7627.3687%
Returns for 5 years-8.74-31.5828%
Returns for 10 years37.2439.8593%
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