Interact to see
Advertisement
Advertisement
AEPFX vs SGQIX
AEPFX vs SGQIX Comparison
Open Charts AEPFX vs SGQIX
AEPFX vs SGQIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPFX vs. SGQIX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. SGQIX (492M). AEPFX pays higher dividends than SGQIX: AEPFX (2.70) vs SGQIX (1.22). 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 : 8.76 vs. AEPFX (5.78). SGQIX return over 5 years is better than : 5.85 vs. AEPFX (-3.46).
| 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 | 2.701 | 7.442 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 492M | 28,659% |
| Annual Yield % from dividends | 2.70 | 1.22 | 221% |
| Returns for 1 year | 5.78 | 8.76 | 66% |
| Returns for 3 years | 17.67 | 33.15 | 53% |
| Returns for 5 years | -3.46 | 5.85 | -59% |
| Returns for 10 years | 53.95 | 89.75 | 60% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement