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AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
AEPGX vs APHIX Comparison Chart in %
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AEPGX vs. APHIX commentary
Sep 04, 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 StrongBuy and APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. APHIX (6.83B). AEPGX pays higher dividends than APHIX: AEPGX (2.48) vs APHIX (1.66). AEPGX was incepted earlier than APHIX: AEPGX (42 years) vs APHIX (29 years). APHIX (0.96) is less costly to investors than AEPGX (0.83). APHIX is a more actively managed with annual turnover of: 111.26 vs. AEPGX (50.00). AEPGX has a lower initial minimum investment than APHIX: AEPGX (250) vs APHIX (1000000). AEPGX annual gain was more profitable for investors over the last year : 8.63 vs. APHIX (0.09). AEPGX return over 5 years is better than : -4.81 vs. APHIX (-6.19).
| AEPGX | APHIX | AEPGX / APHIX | |
| Total Expense Ratio | 0.83 | 0.96 | 86% |
| Annual Report Gross Expense Ratio | 0.83 | 0.96 | 86% |
| Fund Existence | 42 years | 29 years | - |
| Gain YTD | 7.371 | 13.972 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.83B | 2,007% |
| Annual Yield % from dividends | 2.48 | 1.66 | 150% |
| Returns for 1 year | 8.63 | 0.09 | 9,942% |
| Returns for 3 years | 26.67 | 35.90 | 74% |
| Returns for 5 years | -4.81 | -6.19 | 78% |
| Returns for 10 years | 46.24 | 34.95 | 132% |
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