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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
Jul 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 Hold and SGQAX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. SGQAX (492M). AEPCX pays higher dividends than SGQAX: AEPCX (2.11) vs SGQAX (0.93). AEPCX was incepted earlier than SGQAX: AEPCX (25 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 : 8.47 vs. AEPCX (4.09). SGQAX return over 5 years is better than : 4.42 vs. AEPCX (-9.69).
| AEPCX | SGQAX | AEPCX / SGQAX | |
| Total Expense Ratio | 1.58 | 1.19 | 133% |
| Annual Report Gross Expense Ratio | 1.58 | 1.21 | 131% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 1.869 | 7.269 | 26% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 492M | 28,659% |
| Annual Yield % from dividends | 2.11 | 0.93 | 227% |
| Returns for 1 year | 4.09 | 8.47 | 48% |
| Returns for 3 years | 13.07 | 32.12 | 41% |
| Returns for 5 years | -9.69 | 4.42 | -219% |
| Returns for 10 years | 37.90 | 84.20 | 45% |
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