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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. FIGRX (6.98B). FIGRX pays higher dividends than AEPCX: FIGRX (2.65) vs AEPCX (2.07). AEPCX was incepted earlier than FIGRX: AEPCX (26 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 : 11.52 vs. AEPCX (3.15). FIGRX return over 5 years is better than : 18.01 vs. AEPCX (-8.48).
| AEPCX | FIGRX | AEPCX / FIGRX | |
| Total Expense Ratio | 1.58 | 0.66 | 239% |
| Annual Report Gross Expense Ratio | 1.58 | 0.66 | 239% |
| Fund Existence | 26 years | 40 years | - |
| Gain YTD | 6.041 | 12.391 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.07 | 2.65 | 78% |
| Returns for 1 year | 3.15 | 11.52 | 27% |
| Returns for 3 years | 24.32 | 64.42 | 38% |
| Returns for 5 years | -8.48 | 18.01 | -47% |
| Returns for 10 years | 40.12 | 86.31 | 46% |
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