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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 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 Hold and SGQIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. SGQIX (500M). 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 (0.58). AEPFX is a more actively managed with annual turnover of: 35.00 vs. SGQIX (11.00). AEPFX has a lower initial minimum investment than SGQIX: AEPFX (250) vs SGQIX (1000000). AEPFX annual gain was more profitable for investors over the last year : 15.11 vs. SGQIX (11.66). SGQIX return over 5 years is better than : 8.48 vs. AEPFX (0.76).
| AEPFX | SGQIX | AEPFX / SGQIX | |
| Total Expense Ratio | 0.58 | 0.92 | 63% |
| Annual Report Gross Expense Ratio | 0.58 | 0.92 | 63% |
| Fund Existence | 18 years | 18 years | - |
| Gain YTD | 11.682 | 8.406 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 500M | 27,400% |
| Annual Yield % from dividends | 2.64 | 1.23 | 215% |
| Returns for 1 year | 15.11 | 11.66 | 130% |
| Returns for 3 years | 33.24 | 39.92 | 83% |
| Returns for 5 years | 0.76 | 8.48 | 9% |
| Returns for 10 years | 69.19 | 89.04 | 78% |
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