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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
Jun 24, 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 SGQIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 143B vs. SGQIX (499M). AEPFX pays higher dividends than SGQIX: AEPFX (2.64) vs SGQIX (1.23). 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 annual gain was more profitable for investors over the last year : 13.88 vs. AEPFX (10.87). SGQIX return over 5 years is better than : 8.51 vs. AEPFX (-3.20).
| 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 | 4.076 | 9.124 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 499M | 28,657% |
| Annual Yield % from dividends | 2.64 | 1.23 | 215% |
| Returns for 1 year | 10.87 | 13.88 | 78% |
| Returns for 3 years | 24.32 | 42.15 | 58% |
| Returns for 5 years | -3.20 | 8.51 | -38% |
| Returns for 10 years | 66.65 | 102.17 | 65% |
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