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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
Jun 11, 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: 143B vs. SGQCX (483M). AEPCX pays higher dividends than SGQCX: AEPCX (2.06) 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). AEPCX annual gain was more profitable for investors over the last year : 11.79 vs. SGQCX (5.66). SGQCX return over 5 years is better than : -2.11 vs. AEPCX (-9.52).
| 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 | 7.616 | 4.339 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 483M | 29,607% |
| Annual Yield % from dividends | 2.06 | 0.14 | 1,474% |
| Returns for 1 year | 11.79 | 5.66 | 208% |
| Returns for 3 years | 23.76 | 31.54 | 75% |
| Returns for 5 years | -9.52 | -2.11 | 451% |
| Returns for 10 years | 49.71 | 65.68 | 76% |
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