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 | 16.355 | 15.296 | 107% |
Front Load | N/A | N/A | - |
Min. Initial Investment | 250 | 1000 | 25% |
Min. Initial Investment IRA | N/A | N/A | - |
Net Assets | 135B | 478M | 28,243% |
Annual Yield % from dividends | 0.88 | 0.40 | 220% |
Returns for 1 year | 8.50 | 10.87 | 78% |
Returns for 3 years | 27.06 | 25.33 | 107% |
Returns for 5 years | 15.75 | 14.04 | 112% |
Returns for 10 years | 39.45 | 50.34 | 78% |