AEPFX
Price
$61.45
Change
-$0.71 (-1.14%)
Updated
Jul 24 closing price
Net Assets
140.66B
AFGPX
Price
$17.84
Change
-$0.10 (-0.56%)
Updated
Jul 24 closing price
Net Assets
176.79M
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AEPFX vs AFGPX

AEPFX vs AFGPX Comparison Chart in %
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AEPFX vs. AFGPX commentary
Jul 26, 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 Hold.

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FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. AFGPX (177M). AEPFX pays higher dividends than AFGPX: AEPFX (2.70) vs AFGPX (0.98). 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 : 2.62 vs. AFGPX (-4.91). AEPFX return over 5 years is better than : -4.21 vs. AFGPX (-13.23).
AEPFXAFGPXAEPFX / AFGPX
Total Expense Ratio0.591.9630%
Annual Report Gross Expense Ratio0.591.9630%
Fund Existence18 years40 years-
Gain YTD1.8238.51621%
Front LoadN/AN/A-
Min. Initial Investment250100025%
Min. Initial Investment IRAN/AN/A-
Net Assets141B177M79,661%
Annual Yield % from dividends2.700.98276%
Returns for 1 year2.62-4.91-53%
Returns for 3 years17.1916.68103%
Returns for 5 years-4.21-13.2332%
Returns for 10 years52.2361.9884%
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