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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
Sep 12, 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: 140B vs. BUFIX (854M). AEPGX pays higher dividends than BUFIX: AEPGX (2.48) vs BUFIX (0.47). 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 : 15.77 vs. AEPGX (4.61). BUFIX return over 5 years is better than : 16.41 vs. AEPGX (-4.41).
| 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 | 6.924 | 14.686 | 47% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 854M | 16,393% |
| Annual Yield % from dividends | 2.48 | 0.47 | 529% |
| Returns for 1 year | 4.61 | 15.77 | 29% |
| Returns for 3 years | 28.47 | 40.93 | 70% |
| Returns for 5 years | -4.41 | 16.41 | -27% |
| Returns for 10 years | 48.08 | 140.39 | 34% |
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