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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 23, 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 StrongBuy and FIGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B 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). AEPCX (7.17) and FIGSX (7.15) have marching annual gain over last year. FIGSX return over 5 years is better than : 12.29 vs. AEPCX (-3.27).
| 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 | 7.184 | 10.204 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 17.5B | 783% |
| Annual Yield % from dividends | 2.13 | 1.50 | 143% |
| Returns for 1 year | 7.17 | 7.15 | 100% |
| Returns for 3 years | 26.10 | 39.47 | 66% |
| Returns for 5 years | -3.27 | 12.29 | -27% |
| Returns for 10 years | 40.04 | 66.27 | 60% |
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