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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 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 THGIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. THGIX (671M). 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 : 9.19 vs. AEPFX (8.51). AEPFX return over 5 years is better than : -0.90 vs. THGIX (-11.25).
| 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 | 4.060 | 8.952 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 671M | 21,013% |
| Annual Yield % from dividends | 2.72 | 0.27 | 1,027% |
| Returns for 1 year | 8.51 | 9.19 | 93% |
| Returns for 3 years | 19.36 | 16.75 | 116% |
| Returns for 5 years | -0.90 | -11.25 | 8% |
| Returns for 10 years | 54.97 | 53.44 | 103% |
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