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AEPFX vs SGQAX
AEPFX vs SGQAX Comparison
Open Charts AEPFX vs SGQAX
AEPFX vs SGQAX Comparison Chart in %
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AEPFX vs. SGQAX commentary
Sep 14, 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 SGQAX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. SGQAX (488M). AEPFX pays higher dividends than SGQAX: AEPFX (2.64) vs SGQAX (0.93). 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 : 5.72 vs. AEPFX (4.84). SGQAX return over 5 years is better than : -0.81 vs. AEPFX (-2.16).
| 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 | 7.092 | 7.448 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 488M | 28,689% |
| Annual Yield % from dividends | 2.64 | 0.93 | 285% |
| Returns for 1 year | 4.84 | 5.72 | 85% |
| Returns for 3 years | 29.39 | 40.17 | 73% |
| Returns for 5 years | -2.16 | -0.81 | 265% |
| Returns for 10 years | 56.42 | 83.85 | 67% |
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