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AEPCX vs SGQCX
AEPCX vs SGQCX Comparison
Open Charts AEPCX vs SGQCX
AEPCX vs SGQCX Comparison Chart in %
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AEPCX vs. SGQCX commentary
Sep 09, 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 SGQCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SGQCX (497M). AEPCX pays higher dividends than SGQCX: AEPCX (2.07) vs SGQCX (0.14). AEPCX was incepted earlier than SGQCX: AEPCX (26 years) vs SGQCX (25 years). SGQCX (2.22) is less costly to investors than AEPCX (1.58). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SGQCX (11.00). AEPCX has a lower initial minimum investment than SGQCX: AEPCX (250) vs SGQCX (1000). SGQCX annual gain was more profitable for investors over the last year : 8.11 vs. AEPCX (6.63). SGQCX return over 5 years is better than : -4.24 vs. AEPCX (-8.76).
| AEPCX | SGQCX | AEPCX / SGQCX | |
| Total Expense Ratio | 1.58 | 1.94 | 81% |
| Annual Report Gross Expense Ratio | 1.58 | 2.22 | 71% |
| Fund Existence | 26 years | 25 years | - |
| Gain YTD | 6.612 | 8.727 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 497M | 27,565% |
| Annual Yield % from dividends | 2.07 | 0.14 | 1,496% |
| Returns for 1 year | 6.63 | 8.11 | 82% |
| Returns for 3 years | 23.70 | 37.36 | 63% |
| Returns for 5 years | -8.76 | -4.24 | 207% |
| Returns for 10 years | 36.66 | 67.24 | 55% |
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