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AEPCX vs FIGSX
AEPCX vs FIGSX Comparison
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AEPCX vs FIGSX Comparison Chart in %
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AEPCX vs. FIGSX commentary
Jun 24, 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 FIGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. FIGSX (17.9B). AEPCX pays higher dividends than FIGSX: AEPCX (2.06) vs FIGSX (1.50). AEPCX was incepted earlier than FIGSX: AEPCX (25 years) vs FIGSX (17 years). AEPCX (1.58) is less costly to investors than FIGSX (0.00). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FIGSX (36.00). FIGSX has a lower initial minimum investment than AEPCX: FIGSX (0) vs AEPCX (250). FIGSX annual gain was more profitable for investors over the last year : 16.02 vs. AEPCX (9.08). FIGSX return over 5 years is better than : 18.74 vs. AEPCX (-9.45).
| AEPCX | FIGSX | AEPCX / FIGSX | |
| Total Expense Ratio | 1.58 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.58 | 0.00 | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 3.272 | 13.291 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 17.9B | 799% |
| Annual Yield % from dividends | 2.06 | 1.50 | 137% |
| Returns for 1 year | 9.08 | 16.02 | 57% |
| Returns for 3 years | 19.46 | 40.88 | 48% |
| Returns for 5 years | -9.45 | 18.74 | -50% |
| Returns for 10 years | 49.26 | 85.28 | 58% |
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