AEPGX
Price
$63.87
Change
-$0.15 (-0.23%)
Updated
Sep 18 closing price
Net Assets
140.03B
BGEVX
Price
$14.59
Change
-$0.05 (-0.34%)
Updated
Sep 18 closing price
Net Assets
2.91B
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AEPGX vs BGEVX

AEPGX vs BGEVX Comparison Chart in %
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AEPGX vs. BGEVX commentary
Sep 21, 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 BGEVX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. BGEVX (2.91B). AEPGX pays higher dividends than BGEVX: AEPGX (2.48) vs BGEVX (0.21). AEPGX was incepted earlier than BGEVX: AEPGX (42 years) vs BGEVX (14 years). AEPGX (0.83) is less costly to investors than BGEVX (0.42). AEPGX is a more actively managed with annual turnover of: 50.00 vs. BGEVX (21.00). AEPGX has a lower initial minimum investment than BGEVX: AEPGX (250) vs BGEVX (500000000). AEPGX annual gain was more profitable for investors over the last year : 2.33 vs. BGEVX (-5.66). AEPGX return over 5 years is better than : -4.71 vs. BGEVX (-31.58).
AEPGXBGEVXAEPGX / BGEVX
Total Expense Ratio0.830.42198%
Annual Report Gross Expense Ratio0.830.42198%
Fund Existence42 years14 years-
Gain YTD5.5533.967140%
Front Load6%N/A-
Min. Initial Investment2505000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets140B2.91B4,806%
Annual Yield % from dividends2.480.211,192%
Returns for 1 year2.33-5.66-41%
Returns for 3 years27.8927.36102%
Returns for 5 years-4.71-31.5815%
Returns for 10 years45.0039.85113%
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