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AEPFX vs FIGCX
AEPFX vs FIGCX Comparison
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AEPFX vs FIGCX Comparison Chart in %
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AEPFX vs. FIGCX commentary
Sep 12, 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 Buy and FIGCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. FIGCX (6.49B). AEPFX pays higher dividends than FIGCX: AEPFX (2.64) vs FIGCX (0.00). AEPFX was incepted earlier than FIGCX: AEPFX (18 years) vs FIGCX (19 years). FIGCX (1.89) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FIGCX (39.00). FIGCX has a lower initial minimum investment than AEPFX: FIGCX (0) vs AEPFX (250). AEPFX annual gain was more profitable for investors over the last year : 4.84 vs. FIGCX (3.59). FIGCX return over 5 years is better than : 8.17 vs. AEPFX (-2.16).
| AEPFX | FIGCX | AEPFX / FIGCX | |
| Total Expense Ratio | 0.59 | 1.89 | 31% |
| Annual Report Gross Expense Ratio | 0.59 | 1.89 | 31% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 7.092 | 5.830 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.49B | 2,157% |
| Annual Yield % from dividends | 2.64 | 0.00 | - |
| Returns for 1 year | 4.84 | 3.59 | 135% |
| Returns for 3 years | 29.39 | 36.59 | 80% |
| Returns for 5 years | -2.16 | 8.17 | -26% |
| Returns for 10 years | 56.42 | 105.01 | 54% |
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