Interact to see
Advertisement
Advertisement
AEPFX vs SGQAX
AEPFX vs SGQAX Comparison
Open Charts AEPFX vs SGQAX
AEPFX vs SGQAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. SGQAX commentary
Aug 25, 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 SGQAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. SGQAX (504M). AEPFX pays higher dividends than SGQAX: AEPFX (2.72) vs SGQAX (0.94). AEPFX was incepted earlier than SGQAX: AEPFX (18 years) vs SGQAX (25 years). SGQAX (1.21) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. SGQAX (11.00). AEPFX has a lower initial minimum investment than SGQAX: AEPFX (250) vs SGQAX (1000). SGQAX annual gain was more profitable for investors over the last year : 8.87 vs. AEPFX (6.58). SGQAX return over 5 years is better than : 3.66 vs. AEPFX (-0.22).
| AEPFX | SGQAX | AEPFX / SGQAX | |
| Total Expense Ratio | 0.59 | 1.19 | 50% |
| Annual Report Gross Expense Ratio | 0.59 | 1.21 | 49% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 7.490 | 10.624 | 70% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 504M | 27,183% |
| Annual Yield % from dividends | 2.72 | 0.94 | 288% |
| Returns for 1 year | 6.58 | 8.87 | 74% |
| Returns for 3 years | 30.39 | 45.04 | 67% |
| Returns for 5 years | -0.22 | 3.66 | -6% |
| Returns for 10 years | 56.87 | 86.07 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement