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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
Aug 16, 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 BGEVX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BGEVX (3.06B). AEPCX pays higher dividends than BGEVX: AEPCX (2.13) vs BGEVX (0.22). AEPCX was incepted earlier than BGEVX: AEPCX (25 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 (6.36) and BGEVX (6.08) have marching annual gain over last year. AEPCX return over 5 years is better than : -6.60 vs. BGEVX (-28.01).
| AEPCX | BGEVX | AEPCX / BGEVX | |
| Total Expense Ratio | 1.58 | 0.42 | 376% |
| Annual Report Gross Expense Ratio | 1.58 | 0.42 | 376% |
| Fund Existence | 25 years | 14 years | - |
| Gain YTD | 6.682 | 9.167 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 500000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 3.06B | 4,477% |
| Annual Yield % from dividends | 2.13 | 0.22 | 983% |
| Returns for 1 year | 6.36 | 6.08 | 105% |
| Returns for 3 years | 23.78 | 25.60 | 93% |
| Returns for 5 years | -6.60 | -28.01 | 24% |
| Returns for 10 years | 39.51 | 46.71 | 85% |
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