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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
Sep 13, 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: 140B vs. FIGSX (18.3B). AEPCX pays higher dividends than FIGSX: AEPCX (2.07) vs FIGSX (1.48). AEPCX was incepted earlier than FIGSX: AEPCX (26 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). AEPCX annual gain was more profitable for investors over the last year : 3.15 vs. FIGSX (1.56). FIGSX return over 5 years is better than : 5.28 vs. AEPCX (-8.48).
| AEPCX | FIGSX | AEPCX / FIGSX | |
| Total Expense Ratio | 1.58 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.58 | 0.00 | - |
| Fund Existence | 26 years | 17 years | - |
| Gain YTD | 6.041 | 7.117 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.07 | 1.48 | 140% |
| Returns for 1 year | 3.15 | 1.56 | 202% |
| Returns for 3 years | 24.32 | 35.99 | 68% |
| Returns for 5 years | -8.48 | 5.28 | -161% |
| Returns for 10 years | 40.12 | 65.62 | 61% |
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