Interact to see
Advertisement
Advertisement
AEPCX vs SGQCX
AEPCX vs SGQCX Comparison
Open Charts AEPCX vs SGQCX
AEPCX vs SGQCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPCX vs. SGQCX commentary
Aug 16, 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 SGQCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SGQCX (503M). AEPCX pays higher dividends than SGQCX: AEPCX (2.13) vs SGQCX (0.14). AEPCX was incepted earlier than SGQCX: AEPCX (25 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 : 8.98 vs. AEPCX (6.36). SGQCX return over 5 years is better than : -0.53 vs. AEPCX (-6.60).
| AEPCX | SGQCX | AEPCX / SGQCX | |
| Total Expense Ratio | 1.58 | 1.94 | 81% |
| Annual Report Gross Expense Ratio | 1.58 | 2.22 | 71% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | 6.682 | 9.782 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 503M | 27,237% |
| Annual Yield % from dividends | 2.13 | 0.14 | 1,512% |
| Returns for 1 year | 6.36 | 8.98 | 71% |
| Returns for 3 years | 23.78 | 39.49 | 60% |
| Returns for 5 years | -6.60 | -0.53 | 1,235% |
| Returns for 10 years | 39.51 | 69.53 | 57% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers