AEPFX | SGQAX | AEPFX / SGQAX | |
Total Expense Ratio | 0.58 | 1.12 | 52% |
Annual Report Gross Expense Ratio | 0.58 | 1.22 | 48% |
Fund Existence | 17 years | 24 years | - |
Gain YTD | 12.715 | 13.754 | 92% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 134B | 472M | 28,390% |
Annual Yield % from dividends | 1.27 | 1.10 | 116% |
Returns for 1 year | 6.59 | 12.95 | 51% |
Returns for 3 years | 29.78 | 36.94 | 81% |
Returns for 5 years | 22.68 | 28.06 | 81% |
Returns for 10 years | 32.49 | 59.46 | 55% |