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AEPCX vs FIGRX
AEPCX vs FIGRX Comparison
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AEPCX vs FIGRX Comparison Chart in %
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AEPCX vs. FIGRX commentary
Jun 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 Hold and FIGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. FIGRX (13B). FIGRX pays higher dividends than AEPCX: FIGRX (2.69) vs AEPCX (2.06). AEPCX was incepted earlier than FIGRX: AEPCX (25 years) vs FIGRX (39 years). AEPCX (1.57) is less costly to investors than FIGRX (0.66). FIGRX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (35.00). FIGRX has a lower initial minimum investment than AEPCX: FIGRX (0) vs AEPCX (250). FIGRX annual gain was more profitable for investors over the last year : 17.41 vs. AEPCX (13.48). FIGRX return over 5 years is better than : 20.84 vs. AEPCX (-5.59).
| AEPCX | FIGRX | AEPCX / FIGRX | |
| Total Expense Ratio | 1.57 | 0.66 | 238% |
| Annual Report Gross Expense Ratio | 1.57 | 0.66 | 238% |
| Fund Existence | 25 years | 39 years | - |
| Gain YTD | 11.217 | 11.026 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.06 | 2.69 | 77% |
| Returns for 1 year | 13.48 | 17.41 | 77% |
| Returns for 3 years | 28.39 | 58.00 | 49% |
| Returns for 5 years | -5.59 | 20.84 | -27% |
| Returns for 10 years | 51.98 | 82.62 | 63% |
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