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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
Sep 12, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 140B vs. THGIX (653M). AEPFX pays higher dividends than THGIX: AEPFX (2.64) vs THGIX (0.26). 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 : 5.97 vs. AEPFX (4.84). AEPFX return over 5 years is better than : -2.16 vs. THGIX (-13.93).
| 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 | 7.092 | 9.296 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 653M | 21,440% |
| Annual Yield % from dividends | 2.64 | 0.26 | 1,018% |
| Returns for 1 year | 4.84 | 5.97 | 81% |
| Returns for 3 years | 29.39 | 22.67 | 130% |
| Returns for 5 years | -2.16 | -13.93 | 15% |
| Returns for 10 years | 56.42 | 50.32 | 112% |
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