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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
Jun 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 Hold and BGIFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. BGIFX (1.88B). AEPFX pays higher dividends than BGIFX: AEPFX (2.64) vs BGIFX (0.87). AEPFX was incepted earlier than BGIFX: AEPFX (18 years) vs BGIFX (16 years). AEPFX (0.58) is less costly to investors than BGIFX (0.52). AEPFX is a more actively managed with annual turnover of: 35.00 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 : 15.11 vs. BGIFX (2.48). AEPFX return over 5 years is better than : 0.76 vs. BGIFX (-8.79).
| AEPFX | BGIFX | AEPFX / BGIFX | |
| Total Expense Ratio | 0.58 | 0.52 | 112% |
| Annual Report Gross Expense Ratio | 0.58 | 0.52 | 112% |
| Fund Existence | 18 years | 16 years | - |
| Gain YTD | 11.682 | 11.198 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.88B | 7,276% |
| Annual Yield % from dividends | 2.64 | 0.87 | 302% |
| Returns for 1 year | 15.11 | 2.48 | 609% |
| Returns for 3 years | 33.24 | 26.70 | 124% |
| Returns for 5 years | 0.76 | -8.79 | -9% |
| Returns for 10 years | 69.19 | 59.26 | 117% |
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