AEPFX
Price
$62.81
Change
-$1.86 (-2.88%)
Updated
Jun 23 closing price
Net Assets
143.2B
AFGPX
Price
$18.32
Change
-$0.70 (-3.68%)
Updated
Jun 23 closing price
Net Assets
187.27M
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AEPFX vs AFGPX

AEPFX vs AFGPX Comparison Chart in %
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AEPFX vs. AFGPX commentary
Jun 24, 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 AEPFX is a Hold and AFGPX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. AFGPX (187M). AEPFX pays higher dividends than AFGPX: AEPFX (2.64) vs AFGPX (1.01). AEPFX was incepted earlier than AFGPX: AEPFX (18 years) vs AFGPX (40 years). AFGPX (1.96) is less costly to investors than AEPFX (0.59). AFGPX is a more actively managed with annual turnover of: 92.29 vs. AEPFX (50.00). AEPFX has a lower initial minimum investment than AFGPX: AEPFX (250) vs AFGPX (1000). AEPFX annual gain was more profitable for investors over the last year : 10.87 vs. AFGPX (5.61). AEPFX return over 5 years is better than : -3.20 vs. AFGPX (-6.96).
AEPFXAFGPXAEPFX / AFGPX
Total Expense Ratio0.591.9630%
Annual Report Gross Expense Ratio0.591.9630%
Fund Existence18 years40 years-
Gain YTD4.07615.69326%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets143B187M76,471%
Annual Yield % from dividends2.641.01260%
Returns for 1 year10.875.61194%
Returns for 3 years24.3232.4575%
Returns for 5 years-3.20-6.9646%
Returns for 10 years66.6583.9279%
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