Interact to see
Advertisement
Advertisement
AEPGX vs BUFIX
AEPGX vs BUFIX Comparison
Open Charts AEPGX vs BUFIX
AEPGX vs BUFIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. BUFIX commentary
Aug 03, 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 BUFIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. BUFIX (864M). AEPGX pays higher dividends than BUFIX: AEPGX (2.56) vs BUFIX (0.48). AEPGX was incepted earlier than BUFIX: AEPGX (42 years) vs BUFIX (19 years). BUFIX (1.05) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. BUFIX (16.00). AEPGX has a lower initial minimum investment than BUFIX: AEPGX (250) vs BUFIX (2500). BUFIX annual gain was more profitable for investors over the last year : 19.49 vs. AEPGX (8.28). BUFIX return over 5 years is better than : 21.46 vs. AEPGX (-3.18).
| AEPGX | BUFIX | AEPGX / BUFIX | |
| Total Expense Ratio | 0.83 | 1.05 | 79% |
| Annual Report Gross Expense Ratio | 0.83 | 1.05 | 79% |
| Fund Existence | 42 years | 19 years | - |
| Gain YTD | 3.933 | 14.937 | 26% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 864M | 16,319% |
| Annual Yield % from dividends | 2.56 | 0.48 | 534% |
| Returns for 1 year | 8.28 | 19.49 | 43% |
| Returns for 3 years | 18.54 | 34.07 | 54% |
| Returns for 5 years | -3.18 | 21.46 | -15% |
| Returns for 10 years | 46.68 | 145.44 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement