Interact to see
Advertisement
Advertisement
AEPGX vs APHIX
AEPGX vs APHIX Comparison
Open Charts AEPGX vs APHIX
AEPGX vs APHIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. APHIX commentary
Jul 25, 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 APHIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. APHIX (6.72B). AEPGX pays higher dividends than APHIX: AEPGX (2.53) 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 : 3.21 vs. APHIX (-1.66). APHIX return over 5 years is better than : -2.12 vs. AEPGX (-5.33).
| 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 | 2.876 | 14.039 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.72B | 2,098% |
| Annual Yield % from dividends | 2.53 | 1.66 | 152% |
| Returns for 1 year | 3.21 | -1.66 | -193% |
| Returns for 3 years | 18.33 | 35.47 | 52% |
| Returns for 5 years | -5.33 | -2.12 | 251% |
| Returns for 10 years | 46.33 | 39.11 | 118% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| BHCHX | 22.11 | 0.29 | +1.33% |
| Baron Health Care Instl | |||
| VITPX | 123.73 | N/A | N/A |
| Vanguard Instl Ttl Stk Mkt Idx InstlPls | |||
| RRSCX | 30.18 | N/A | N/A |
| Russell Inv Global Real Estate Secs C | |||
| PIIQX | 15.22 | N/A | N/A |
| Principal International Equity Index R5 | |||
| CDEYX | 21.02 | -0.17 | -0.80% |
| Columbia Intrinsic Value Institutional 3 | |||