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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
Aug 03, 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 FIGSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FIGSX (17.5B). AEPCX pays higher dividends than FIGSX: AEPCX (2.13) 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 : 7.77 vs. AEPCX (6.78). FIGSX return over 5 years is better than : 10.00 vs. AEPCX (-7.30).
| 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 | 3.168 | 8.006 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 17.5B | 806% |
| Annual Yield % from dividends | 2.13 | 1.50 | 143% |
| Returns for 1 year | 6.78 | 7.77 | 87% |
| Returns for 3 years | 14.70 | 30.80 | 48% |
| Returns for 5 years | -7.30 | 10.00 | -73% |
| Returns for 10 years | 38.82 | 64.71 | 60% |
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