AEPGX
Price
$64.92
Change
-$0.62 (-0.95%)
Updated
Sep 10 closing price
Net Assets
140.03B
BGEKX
Price
$14.74
Change
-$0.23 (-1.54%)
Updated
Sep 9 closing price
Net Assets
2.97B
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AEPGX vs BGEKX

AEPGX vs BGEKX Comparison Chart in %
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AEPGX vs. BGEKX commentary
Sep 11, 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 Buy and BGEKX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. BGEKX (2.98B). AEPGX pays higher dividends than BGEKX: AEPGX (2.48) vs BGEKX (0.07). AEPGX was incepted earlier than BGEKX: AEPGX (42 years) vs BGEKX (9 years). AEPGX (0.83) is less costly to investors than BGEKX (0.57). AEPGX is a more actively managed with annual turnover of: 50.00 vs. BGEKX (21.00). AEPGX has a lower initial minimum investment than BGEKX: AEPGX (250) vs BGEKX (10000000). AEPGX annual gain was more profitable for investors over the last year : 7.20 vs. BGEKX (0.41). AEPGX return over 5 years is better than : -3.17 vs. BGEKX (-32.02).
AEPGXBGEKXAEPGX / BGEKX
Total Expense Ratio0.830.57146%
Annual Report Gross Expense Ratio0.830.57146%
Fund Existence42 years9 years-
Gain YTD8.3136.043138%
Front Load6%N/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.98B4,706%
Annual Yield % from dividends2.480.073,699%
Returns for 1 year7.200.411,744%
Returns for 3 years29.6026.36112%
Returns for 5 years-3.17-32.0210%
Returns for 10 years47.21N/A-
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