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AEPCX vs FIGFX
AEPCX vs FIGFX Comparison
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AEPCX vs FIGFX Comparison Chart in %
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AEPCX vs. FIGFX commentary
Sep 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 StrongBuy and FIGFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIGFX (6.49B). AEPCX pays higher dividends than FIGFX: AEPCX (2.07) vs FIGFX (0.63). AEPCX was incepted earlier than FIGFX: AEPCX (25 years) vs FIGFX (19 years). AEPCX (1.58) is less costly to investors than FIGFX (0.84). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FIGFX (39.00). FIGFX has a lower initial minimum investment than AEPCX: FIGFX (0) vs AEPCX (250). FIGFX annual gain was more profitable for investors over the last year : 9.18 vs. AEPCX (7.13). FIGFX return over 5 years is better than : 14.86 vs. AEPCX (-8.85).
| AEPCX | FIGFX | AEPCX / FIGFX | |
| Total Expense Ratio | 1.58 | 0.84 | 188% |
| Annual Report Gross Expense Ratio | 1.58 | 0.84 | 188% |
| Fund Existence | 25 years | 19 years | - |
| Gain YTD | 6.509 | 7.391 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.49B | 2,111% |
| Annual Yield % from dividends | 2.07 | 0.63 | 331% |
| Returns for 1 year | 7.13 | 9.18 | 78% |
| Returns for 3 years | 22.58 | 39.54 | 57% |
| Returns for 5 years | -8.85 | 14.86 | -60% |
| Returns for 10 years | 38.41 | 116.27 | 33% |
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