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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
Sep 10, 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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 140B vs. SGQIX (497M). AEPCX pays higher dividends than SGQIX: AEPCX (2.07) vs SGQIX (1.21). AEPCX was incepted earlier than SGQIX: AEPCX (26 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 : 8.40 vs. AEPCX (6.43). SGQIX return over 5 years is better than : 1.95 vs. AEPCX (-7.24).
| AEPCX | SGQIX | AEPCX / SGQIX | |
| Total Expense Ratio | 1.58 | 0.92 | 172% |
| Annual Report Gross Expense Ratio | 1.58 | 0.92 | 172% |
| Fund Existence | 26 years | 18 years | - |
| Gain YTD | 7.686 | 9.482 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 497M | 28,169% |
| Annual Yield % from dividends | 2.07 | 1.21 | 171% |
| Returns for 1 year | 6.43 | 8.40 | 77% |
| Returns for 3 years | 26.37 | 43.98 | 60% |
| Returns for 5 years | -7.24 | 1.95 | -372% |
| Returns for 10 years | 40.33 | 91.25 | 44% |
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