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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
Jul 02, 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 SGQCX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. SGQCX (497M). AEPFX pays higher dividends than SGQCX: AEPFX (2.70) 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). SGQCX (8.16) and AEPFX (7.84) have marching annual gain over last year. SGQCX return over 5 years is better than : 0.64 vs. AEPFX (-2.24).
| 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 | 4.474 | 7.792 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 497M | 28,773% |
| Annual Yield % from dividends | 2.70 | 0.14 | 1,939% |
| Returns for 1 year | 7.84 | 8.16 | 96% |
| Returns for 3 years | 22.44 | 33.31 | 67% |
| Returns for 5 years | -2.24 | 0.64 | -351% |
| Returns for 10 years | 62.06 | 75.01 | 83% |
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