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AEPGX vs BUFIX
AEPGX vs BUFIX Comparison
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AEPGX vs BUFIX Comparison Chart in %
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AEPGX vs. BUFIX commentary
Aug 23, 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 BUFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. BUFIX (887M). 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 (1.04) 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 : 21.73 vs. AEPGX (8.66). BUFIX return over 5 years is better than : 23.52 vs. AEPGX (1.00).
| AEPGX | BUFIX | AEPGX / BUFIX | |
| Total Expense Ratio | 0.83 | 1.04 | 80% |
| Annual Report Gross Expense Ratio | 0.83 | 1.04 | 80% |
| Fund Existence | 42 years | 19 years | - |
| Gain YTD | 8.015 | 18.661 | 43% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 887M | 15,445% |
| Annual Yield % from dividends | 2.56 | 0.48 | 534% |
| Returns for 1 year | 8.66 | 21.73 | 40% |
| Returns for 3 years | 30.30 | 45.66 | 66% |
| Returns for 5 years | 1.00 | 23.52 | 4% |
| Returns for 10 years | 47.95 | 144.62 | 33% |
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