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 | 12.957 | 12.223 | 106% |
Front Load | N/A | 6% | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 132B | 465M | 28,387% |
Annual Yield % from dividends | 0.88 | 1.09 | 81% |
Returns for 1 year | 12.17 | 14.08 | 86% |
Returns for 3 years | 25.88 | 26.24 | 99% |
Returns for 5 years | 13.50 | 16.63 | 81% |
Returns for 10 years | 33.19 | 57.57 | 58% |