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
Aug 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. SGQIX (488M). AEPFX pays higher dividends than SGQIX: AEPFX (2.72) vs SGQIX (1.24). 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 : 10.15 vs. AEPFX (8.51). SGQIX return over 5 years is better than : 4.55 vs. AEPFX (-0.90).
| 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 | 4.060 | 6.882 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 488M | 28,893% |
| Annual Yield % from dividends | 2.72 | 1.24 | 220% |
| Returns for 1 year | 8.51 | 10.15 | 84% |
| Returns for 3 years | 19.36 | 33.99 | 57% |
| Returns for 5 years | -0.90 | 4.55 | -20% |
| Returns for 10 years | 54.97 | 86.64 | 63% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement