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AEPFX vs BGIFX
AEPFX vs BGIFX Comparison
Open Charts AEPFX vs BGIFX
AEPFX vs BGIFX Comparison Chart in %
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AEPFX vs. BGIFX commentary
Sep 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 AEPFX is a StrongBuy and BGIFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. BGIFX (1.29B). AEPFX pays higher dividends than BGIFX: AEPFX (2.64) vs BGIFX (0.84). AEPFX was incepted earlier than BGIFX: AEPFX (18 years) vs BGIFX (16 years). AEPFX (0.59) is less costly to investors than BGIFX (0.52). AEPFX is a more actively managed with annual turnover of: 50.00 vs. BGIFX (19.00). AEPFX has a lower initial minimum investment than BGIFX: AEPFX (250) vs BGIFX (100000000). AEPFX annual gain was more profitable for investors over the last year : 7.71 vs. BGIFX (1.68). AEPFX return over 5 years is better than : -3.84 vs. BGIFX (-10.72).
| AEPFX | BGIFX | AEPFX / BGIFX | |
| Total Expense Ratio | 0.59 | 0.52 | 113% |
| Annual Report Gross Expense Ratio | 0.59 | 0.52 | 113% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 6.114 | 11.439 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.29B | 10,628% |
| Annual Yield % from dividends | 2.64 | 0.84 | 313% |
| Returns for 1 year | 7.71 | 1.68 | 458% |
| Returns for 3 years | 25.88 | 30.93 | 84% |
| Returns for 5 years | -3.84 | -10.72 | 36% |
| Returns for 10 years | 52.46 | 47.04 | 112% |
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