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AEPGX vs FAIDX
AEPGX vs FAIDX Comparison
Open Charts AEPGX vs FAIDX
AEPGX vs FAIDX Comparison Chart in %
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AEPGX vs. FAIDX commentary
Jun 04, 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 FAIDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FAIDX (13B). FAIDX (2.48) and AEPGX (2.47) have matching dividends . AEPGX was incepted earlier than FAIDX: AEPGX (42 years) vs FAIDX (21 years). FAIDX (0.95) is less costly to investors than AEPGX (0.83). FAIDX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (35.00). AEPGX (6%) and FAIDX (6%) have equivalent initial investment costs. FAIDX has a lower initial minimum investment than AEPGX: FAIDX (0) vs AEPGX (250). FAIDX annual gain was more profitable for investors over the last year : 17.04 vs. AEPGX (14.87). FAIDX return over 5 years is better than : 18.88 vs. AEPGX (-1.55).
| AEPGX | FAIDX | AEPGX / FAIDX | |
| Total Expense Ratio | 0.83 | 0.95 | 87% |
| Annual Report Gross Expense Ratio | 0.83 | 0.95 | 87% |
| Fund Existence | 42 years | 21 years | - |
| Gain YTD | 11.585 | 10.907 | 106% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.48 | 100% |
| Returns for 1 year | 14.87 | 17.04 | 87% |
| Returns for 3 years | 32.29 | 56.53 | 57% |
| Returns for 5 years | -1.55 | 18.88 | -8% |
| Returns for 10 years | 60.12 | 79.54 | 76% |
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