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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
Aug 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 Buy and FIGFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FIGFX (9.48B). AEPCX pays higher dividends than FIGFX: AEPCX (2.13) 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 : 11.64 vs. AEPCX (7.45). FIGFX return over 5 years is better than : 17.93 vs. AEPCX (-8.91).
| 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 | 3.012 | 7.523 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.13 | 0.63 | 336% |
| Returns for 1 year | 7.45 | 11.64 | 64% |
| Returns for 3 years | 17.03 | 39.09 | 44% |
| Returns for 5 years | -8.91 | 17.93 | -50% |
| Returns for 10 years | 37.93 | 119.20 | 32% |
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