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AEPFX vs FIGFX
AEPFX vs FIGFX Comparison
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AEPFX vs FIGFX Comparison Chart in %
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AEPFX vs. FIGFX commentary
Aug 04, 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 FIGFX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. FIGFX (9.48B). AEPFX pays higher dividends than FIGFX: AEPFX (2.72) vs FIGFX (0.63). AEPFX was incepted earlier than FIGFX: AEPFX (18 years) vs FIGFX (19 years). FIGFX (0.84) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. FIGFX (39.00). FIGFX has a lower initial minimum investment than AEPFX: FIGFX (0) vs AEPFX (250). FIGFX annual gain was more profitable for investors over the last year : 11.64 vs. AEPFX (9.18). FIGFX return over 5 years is better than : 17.93 vs. AEPFX (-2.66).
| AEPFX | FIGFX | AEPFX / FIGFX | |
| Total Expense Ratio | 0.59 | 0.84 | 70% |
| Annual Report Gross Expense Ratio | 0.59 | 0.84 | 70% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 3.894 | 7.523 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.72 | 0.63 | 429% |
| Returns for 1 year | 9.18 | 11.64 | 79% |
| Returns for 3 years | 21.76 | 39.09 | 56% |
| Returns for 5 years | -2.66 | 17.93 | -15% |
| Returns for 10 years | 53.95 | 119.20 | 45% |
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