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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
Jul 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 FIGRX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FIGRX (13.2B). FIGRX pays higher dividends than AEPCX: FIGRX (2.64) vs AEPCX (2.11). AEPCX was incepted earlier than FIGRX: AEPCX (25 years) vs FIGRX (40 years). AEPCX (1.58) is less costly to investors than FIGRX (0.66). FIGRX is a more actively managed with annual turnover of: 54.00 vs. AEPCX (50.00). 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 : 16.84 vs. AEPCX (5.43). FIGRX return over 5 years is better than : 24.10 vs. AEPCX (-8.77).
| AEPCX | FIGRX | AEPCX / FIGRX | |
| Total Expense Ratio | 1.58 | 0.66 | 239% |
| Annual Report Gross Expense Ratio | 1.58 | 0.66 | 239% |
| Fund Existence | 25 years | 40 years | - |
| Gain YTD | 3.393 | 12.671 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13.2B | 1,083% |
| Annual Yield % from dividends | 2.11 | 2.64 | 80% |
| Returns for 1 year | 5.43 | 16.84 | 32% |
| Returns for 3 years | 17.84 | 58.15 | 31% |
| Returns for 5 years | -8.77 | 24.10 | -36% |
| Returns for 10 years | 44.80 | 93.58 | 48% |
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