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AEPGX vs APDIX
AEPGX vs APDIX Comparison
Open Charts AEPGX vs APDIX
AEPGX vs APDIX Comparison Chart in %
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AEPGX vs. APDIX 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 AEPGX is a Hold and APDIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. APDIX (6.72B). AEPGX pays higher dividends than APDIX: AEPGX (2.53) vs APDIX (1.61). AEPGX was incepted earlier than APDIX: AEPGX (42 years) vs APDIX (11 years). APDIX (1.05) is less costly to investors than AEPGX (0.83). APDIX is a more actively managed with annual turnover of: 111.26 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than APDIX: AEPGX (250) vs APDIX (250000). AEPGX annual gain was more profitable for investors over the last year : 5.55 vs. APDIX (0.58). APDIX return over 5 years is better than : -3.47 vs. AEPGX (-5.69).
| AEPGX | APDIX | AEPGX / APDIX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 42 years | 11 years | - |
| Gain YTD | 2.578 | 13.221 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 250000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.53 | 1.61 | 158% |
| Returns for 1 year | 5.55 | 0.58 | 965% |
| Returns for 3 years | 16.83 | 33.07 | 51% |
| Returns for 5 years | -5.69 | -3.47 | 164% |
| Returns for 10 years | 45.72 | 36.04 | 127% |
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