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AEPFX vs SGQIX
AEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIX
AEPFX vs SGQIX Comparison Chart in %
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AEPFX vs. SGQIX commentary
Sep 10, 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 SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. SGQIX (497M). AEPFX pays higher dividends than SGQIX: AEPFX (2.64) vs SGQIX (1.21). AEPFX was incepted earlier than SGQIX: AEPFX (18 years) vs SGQIX (18 years). SGQIX (0.92) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. SGQIX (11.00). AEPFX has a lower initial minimum investment than SGQIX: AEPFX (250) vs SGQIX (1000000). SGQIX (8.40) and AEPFX (8.16) have marching annual gain over last year. SGQIX return over 5 years is better than : 1.95 vs. AEPFX (-0.85).
| AEPFX | SGQIX | AEPFX / SGQIX | |
| Total Expense Ratio | 0.59 | 0.92 | 64% |
| Annual Report Gross Expense Ratio | 0.59 | 0.92 | 64% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 8.732 | 9.482 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 497M | 28,169% |
| Annual Yield % from dividends | 2.64 | 1.21 | 218% |
| Returns for 1 year | 8.16 | 8.40 | 97% |
| Returns for 3 years | 31.50 | 43.98 | 72% |
| Returns for 5 years | -0.85 | 1.95 | -44% |
| Returns for 10 years | 56.65 | 91.25 | 62% |
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