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AEPFX vs SGQCX
AEPFX vs SGQCX Comparison
Open Charts AEPFX vs SGQCX
AEPFX vs SGQCX Comparison Chart in %
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AEPFX vs. SGQCX commentary
Jun 11, 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 Hold and SGQCX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. SGQCX (483M). AEPFX pays higher dividends than SGQCX: AEPFX (2.64) vs SGQCX (0.14). AEPFX was incepted earlier than SGQCX: AEPFX (18 years) vs SGQCX (25 years). SGQCX (2.22) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. SGQCX (11.00). AEPFX has a lower initial minimum investment than SGQCX: AEPFX (250) vs SGQCX (1000). AEPFX annual gain was more profitable for investors over the last year : 13.32 vs. SGQCX (5.66). SGQCX return over 5 years is better than : -2.11 vs. AEPFX (-3.41).
| AEPFX | SGQCX | AEPFX / SGQCX | |
| Total Expense Ratio | 0.59 | 1.94 | 30% |
| Annual Report Gross Expense Ratio | 0.59 | 2.22 | 27% |
| Fund Existence | 18 years | 25 years | - |
| Gain YTD | 8.103 | 4.339 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 483M | 29,607% |
| Annual Yield % from dividends | 2.64 | 0.14 | 1,885% |
| Returns for 1 year | 13.32 | 5.66 | 235% |
| Returns for 3 years | 28.44 | 31.54 | 90% |
| Returns for 5 years | -3.41 | -2.11 | 162% |
| Returns for 10 years | 66.67 | 65.68 | 102% |
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