AEPGX
Price
$67.88
Change
+$0.36 (+0.53%)
Updated
Jun 2 closing price
Net Assets
136.57B
BGEKX
Price
$14.53
Change
+$0.06 (+0.41%)
Updated
Jun 2 closing price
Net Assets
2.99B
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AEPGX vs BGEKX

Header iconAEPGX vs BGEKX Comparison
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AEPGX vs BGEKX Comparison Chart in %
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AEPGX vs. BGEKX commentary
Jun 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 Hold and BGEKX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. BGEKX (2.99B). AEPGX pays higher dividends than BGEKX: AEPGX (2.47) 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: 35.00 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 : 15.96 vs. BGEKX (4.08). AEPGX return over 5 years is better than : -1.65 vs. BGEKX (-30.18).
AEPGXBGEKXAEPGX / BGEKX
Total Expense Ratio0.830.57146%
Annual Report Gross Expense Ratio0.830.57146%
Fund Existence42 years9 years-
Gain YTD12.1804.532269%
Front Load6%N/A-
Min. Initial Investment250100000000%
Min. Initial Investment IRAN/AN/A-
Net Assets137B2.99B4,577%
Annual Yield % from dividends2.470.073,512%
Returns for 1 year15.964.08391%
Returns for 3 years33.0019.68168%
Returns for 5 years-1.65-30.185%
Returns for 10 years60.98N/A-
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