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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
Jul 14, 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 BUFIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. BUFIX (888M). AEPGX pays higher dividends than BUFIX: AEPGX (2.53) vs BUFIX (0.46). 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 : 18.52 vs. AEPGX (5.55). BUFIX return over 5 years is better than : 25.95 vs. AEPGX (-5.69).
| 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 | 2.578 | 17.950 | 14% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 2500 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 888M | 15,878% |
| Annual Yield % from dividends | 2.53 | 0.46 | 557% |
| Returns for 1 year | 5.55 | 18.52 | 30% |
| Returns for 3 years | 16.83 | 36.28 | 46% |
| Returns for 5 years | -5.69 | 25.95 | -22% |
| Returns for 10 years | 45.72 | 156.48 | 29% |
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