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AEPFX vs THGIX
AEPFX vs THGIX Comparison
Open Charts AEPFX vs THGIX
AEPFX vs THGIX Comparison Chart in %
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AEPFX vs. THGIX 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 THGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. THGIX (694M). AEPFX pays higher dividends than THGIX: AEPFX (2.70) vs THGIX (0.26). AEPFX was incepted earlier than THGIX: AEPFX (18 years) vs THGIX (13 years). THGIX (1.04) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. THGIX (28.09). THGIX has a lower initial minimum investment than AEPFX: THGIX (0) vs AEPFX (250). THGIX annual gain was more profitable for investors over the last year : 11.59 vs. AEPFX (5.78). AEPFX return over 5 years is better than : -3.46 vs. THGIX (-10.24).
| AEPFX | THGIX | AEPFX / THGIX | |
| Total Expense Ratio | 0.59 | 0.91 | 65% |
| Annual Report Gross Expense Ratio | 0.59 | 1.04 | 57% |
| Fund Existence | 18 years | 13 years | - |
| Gain YTD | 2.701 | 11.171 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 694M | 20,317% |
| Annual Yield % from dividends | 2.70 | 0.26 | 1,052% |
| Returns for 1 year | 5.78 | 11.59 | 50% |
| Returns for 3 years | 17.67 | 17.61 | 100% |
| Returns for 5 years | -3.46 | -10.24 | 34% |
| Returns for 10 years | 53.95 | 60.67 | 89% |
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