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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. APHIX (6.72B). AEPGX pays higher dividends than APHIX: AEPGX (2.47) 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 : 10.63 vs. APHIX (4.82). APHIX return over 5 years is better than : 0.33 vs. AEPGX (-5.44).
| 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 | 3.966 | 15.868 | 25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 6.72B | 2,129% |
| Annual Yield % from dividends | 2.47 | 1.66 | 149% |
| Returns for 1 year | 10.63 | 4.82 | 221% |
| Returns for 3 years | 23.43 | 40.73 | 58% |
| Returns for 5 years | -5.44 | 0.33 | -1,648% |
| Returns for 10 years | 57.75 | 47.60 | 121% |
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