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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
Sep 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 StrongBuy and FIGFX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. FIGFX (6.49B). AEPFX pays higher dividends than FIGFX: AEPFX (2.64) 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 (9.18) and AEPFX (8.85) have marching annual gain over last year. FIGFX return over 5 years is better than : 14.86 vs. AEPFX (-2.57).
| 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 | 7.523 | 7.391 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.49B | 2,111% |
| Annual Yield % from dividends | 2.64 | 0.63 | 422% |
| Returns for 1 year | 8.85 | 9.18 | 96% |
| Returns for 3 years | 27.55 | 39.54 | 70% |
| Returns for 5 years | -2.57 | 14.86 | -17% |
| Returns for 10 years | 54.48 | 116.27 | 47% |
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