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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
Aug 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. SGQCX (503M). AEPFX pays higher dividends than SGQCX: AEPFX (2.72) 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 annual gain was more profitable for investors over the last year : 8.98 vs. AEPFX (8.06). AEPFX return over 5 years is better than : -0.15 vs. SGQCX (-0.53).
| 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 | 7.639 | 9.782 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 503M | 27,237% |
| Annual Yield % from dividends | 2.72 | 0.14 | 1,929% |
| Returns for 1 year | 8.06 | 8.98 | 90% |
| Returns for 3 years | 28.79 | 39.49 | 73% |
| Returns for 5 years | -0.15 | -0.53 | 29% |
| Returns for 10 years | 55.70 | 69.53 | 80% |
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