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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. SGQAX (499M). AEPCX pays higher dividends than SGQAX: AEPCX (2.06) vs SGQAX (0.94). 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 : 12.29 vs. AEPCX (9.08). SGQAX return over 5 years is better than : 5.08 vs. AEPCX (-9.45).
| 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 | 3.272 | 8.387 | 39% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.06 | 0.94 | 220% |
| Returns for 1 year | 9.08 | 12.29 | 74% |
| Returns for 3 years | 19.46 | 40.32 | 48% |
| Returns for 5 years | -9.45 | 5.08 | -186% |
| Returns for 10 years | 49.26 | 95.18 | 52% |
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