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AEPCX vs SGQIX
AEPCX vs SGQIX Comparison
Open Charts AEPCX vs SGQIX
AEPCX vs SGQIX Comparison Chart in %
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AEPCX vs. SGQIX commentary
Jun 03, 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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 137B vs. SGQIX (500M). AEPCX pays higher dividends than SGQIX: AEPCX (2.06) vs SGQIX (1.23). AEPCX was incepted earlier than SGQIX: AEPCX (25 years) vs SGQIX (18 years). AEPCX (1.57) is less costly to investors than SGQIX (0.92). AEPCX is a more actively managed with annual turnover of: 35.00 vs. SGQIX (11.00). AEPCX has a lower initial minimum investment than SGQIX: AEPCX (250) vs SGQIX (1000000). AEPCX annual gain was more profitable for investors over the last year : 13.48 vs. SGQIX (11.66). SGQIX return over 5 years is better than : 8.48 vs. AEPCX (-5.59).
| AEPCX | SGQIX | AEPCX / SGQIX | |
| Total Expense Ratio | 1.57 | 0.92 | 171% |
| Annual Report Gross Expense Ratio | 1.57 | 0.92 | 171% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 11.217 | 8.406 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 500M | 27,400% |
| Annual Yield % from dividends | 2.06 | 1.23 | 168% |
| Returns for 1 year | 13.48 | 11.66 | 116% |
| Returns for 3 years | 28.39 | 39.92 | 71% |
| Returns for 5 years | -5.59 | 8.48 | -66% |
| Returns for 10 years | 51.98 | 89.04 | 58% |
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