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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 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 Hold and FIGSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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 (1.57) is less costly to investors than FIGSX (0.00). FIGSX (36.00) and AEPCX (35.00) have comparable annual turnover. 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 : 13.48 vs. FIGSX (6.43). FIGSX return over 5 years is better than : 12.95 vs. AEPCX (-5.59).
| AEPCX | FIGSX | AEPCX / FIGSX | |
| Total Expense Ratio | 1.57 | 0.00 | - |
| Annual Report Gross Expense Ratio | 1.57 | 0.00 | - |
| Fund Existence | 25 years | 17 years | - |
| Gain YTD | 11.217 | 6.175 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 17.9B | 765% |
| Annual Yield % from dividends | 2.06 | 1.50 | 137% |
| Returns for 1 year | 13.48 | 6.43 | 210% |
| Returns for 3 years | 28.39 | 31.05 | 91% |
| Returns for 5 years | -5.59 | 12.95 | -43% |
| Returns for 10 years | 51.98 | 63.80 | 81% |
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