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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
Aug 23, 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 StrongBuy and THGIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 137B vs. THGIX (683M). AEPFX pays higher dividends than THGIX: AEPFX (2.72) vs THGIX (0.27). AEPFX was incepted earlier than THGIX: AEPFX (18 years) vs THGIX (14 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 : 11.36 vs. AEPFX (8.91). AEPFX return over 5 years is better than : 3.40 vs. THGIX (-7.05).
| 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 | 14 years | - |
| Gain YTD | 8.169 | 12.892 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 683M | 20,059% |
| Annual Yield % from dividends | 2.72 | 0.27 | 1,027% |
| Returns for 1 year | 8.91 | 11.36 | 78% |
| Returns for 3 years | 31.21 | 26.87 | 116% |
| Returns for 5 years | 3.40 | -7.05 | -48% |
| Returns for 10 years | 56.30 | 53.16 | 106% |
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