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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
Jul 02, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 143B vs. SGQCX (497M). AEPCX pays higher dividends than SGQCX: AEPCX (2.11) 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 : 8.16 vs. AEPCX (6.11). SGQCX return over 5 years is better than : 0.64 vs. AEPCX (-8.54).
| 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 | 3.652 | 7.792 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 497M | 28,773% |
| Annual Yield % from dividends | 2.11 | 0.14 | 1,518% |
| Returns for 1 year | 6.11 | 8.16 | 75% |
| Returns for 3 years | 17.65 | 33.31 | 53% |
| Returns for 5 years | -8.54 | 0.64 | -1,337% |
| Returns for 10 years | 45.16 | 75.01 | 60% |
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