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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
Jul 14, 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: 141B vs. SGQIX (492M). AEPCX pays higher dividends than SGQIX: AEPCX (2.11) vs SGQIX (1.22). AEPCX was incepted earlier than SGQIX: AEPCX (25 years) vs SGQIX (18 years). AEPCX (1.58) is less costly to investors than SGQIX (0.92). AEPCX is a more actively managed with annual turnover of: 50.00 vs. SGQIX (11.00). AEPCX has a lower initial minimum investment than SGQIX: AEPCX (250) vs SGQIX (1000000). SGQIX annual gain was more profitable for investors over the last year : 8.76 vs. AEPCX (4.09). SGQIX return over 5 years is better than : 5.85 vs. AEPCX (-9.69).
| AEPCX | SGQIX | AEPCX / SGQIX | |
| Total Expense Ratio | 1.58 | 0.92 | 172% |
| Annual Report Gross Expense Ratio | 1.58 | 0.92 | 172% |
| Fund Existence | 25 years | 18 years | - |
| Gain YTD | 1.869 | 7.442 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 492M | 28,659% |
| Annual Yield % from dividends | 2.11 | 1.22 | 173% |
| Returns for 1 year | 4.09 | 8.76 | 47% |
| Returns for 3 years | 13.07 | 33.15 | 39% |
| Returns for 5 years | -9.69 | 5.85 | -166% |
| Returns for 10 years | 37.90 | 89.75 | 42% |
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