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AEPCX vs SGQAX
AEPCX vs SGQAX Comparison
Open Charts AEPCX vs SGQAX
AEPCX vs SGQAX Comparison Chart in %
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AEPCX vs. SGQAX commentary
Sep 14, 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 SGQAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. SGQAX (488M). AEPCX pays higher dividends than SGQAX: AEPCX (2.07) vs SGQAX (0.93). AEPCX was incepted earlier than SGQAX: AEPCX (26 years) vs SGQAX (25 years). AEPCX (1.58) is less costly to investors than SGQAX (1.21). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SGQAX (11.00). AEPCX has a lower initial minimum investment than SGQAX: AEPCX (250) vs SGQAX (1000). SGQAX annual gain was more profitable for investors over the last year : 5.72 vs. AEPCX (3.15). SGQAX return over 5 years is better than : -0.81 vs. AEPCX (-8.48).
| AEPCX | SGQAX | AEPCX / SGQAX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.21 | 131% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 6.041 | 7.448 | 81% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 488M | 28,689% |
| Annual Yield % from dividends | 2.07 | 0.93 | 224% |
| Returns for 1 year | 3.15 | 5.72 | 55% |
| Returns for 3 years | 24.32 | 40.17 | 61% |
| Returns for 5 years | -8.48 | -0.81 | 1,043% |
| Returns for 10 years | 40.12 | 83.85 | 48% |
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