AEPCX
Price
$60.72
Change
-$0.46 (-0.75%)
Updated
Sep 2 closing price
Net Assets
137.41B
BGIFX
Price
$15.49
Change
+$0.05 (+0.32%)
Updated
Sep 2 closing price
Net Assets
1.29B
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AEPCX vs BGIFX

AEPCX vs BGIFX Comparison Chart in %
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AEPCX vs. BGIFX commentary
Sep 03, 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 BGIFX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. BGIFX (1.29B). AEPCX pays higher dividends than BGIFX: AEPCX (2.07) vs BGIFX (0.84). AEPCX was incepted earlier than BGIFX: AEPCX (25 years) vs BGIFX (16 years). AEPCX (1.58) is less costly to investors than BGIFX (0.52). AEPCX is a more actively managed with annual turnover of: 50.00 vs. BGIFX (19.00). AEPCX has a lower initial minimum investment than BGIFX: AEPCX (250) vs BGIFX (100000000). AEPCX annual gain was more profitable for investors over the last year : 5.99 vs. BGIFX (1.68). AEPCX return over 5 years is better than : -10.05 vs. BGIFX (-10.72).
AEPCXBGIFXAEPCX / BGIFX
Total Expense Ratio1.580.52304%
Annual Report Gross Expense Ratio1.580.52304%
Fund Existence25 years16 years-
Gain YTD5.10611.43945%
Front LoadN/AN/A-
Min. Initial Investment2501000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B1.29B10,628%
Annual Yield % from dividends2.070.84246%
Returns for 1 year5.991.68355%
Returns for 3 years20.9730.9368%
Returns for 5 years-10.05-10.7294%
Returns for 10 years36.5947.0478%
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