AEPFX | SGQCX | AEPFX / SGQCX | |
Total Expense Ratio | 0.58 | 1.87 | 31% |
Annual Report Gross Expense Ratio | 0.58 | 2.17 | 27% |
Fund Existence | 17 years | 24 years | - |
Gain YTD | 8.719 | 10.161 | 86% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 131B | 462M | 28,355% |
Annual Yield % from dividends | 1.27 | 0.40 | 315% |
Returns for 1 year | 3.05 | 8.90 | 34% |
Returns for 3 years | 24.36 | 27.47 | 89% |
Returns for 5 years | 18.20 | 19.26 | 94% |
Returns for 10 years | 24.50 | 40.17 | 61% |