Interact to see
Advertisement
Advertisement
AEPGX vs FAIDX
AEPGX vs FAIDX Comparison
Open Charts AEPGX vs FAIDX
AEPGX vs FAIDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FAIDX commentary
Sep 10, 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 FAIDX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FAIDX (6.98B). AEPGX (2.48) and FAIDX (2.44) have matching dividends . AEPGX was incepted earlier than FAIDX: AEPGX (42 years) vs FAIDX (22 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 (50.00). 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 : 15.29 vs. AEPGX (7.71). FAIDX return over 5 years is better than : 18.47 vs. AEPGX (-3.17).
| 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 | 22 years | - |
| Gain YTD | 8.313 | 14.472 | 57% |
| Front Load | 6% | 6% | 100% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.48 | 2.44 | 102% |
| Returns for 1 year | 7.71 | 15.29 | 50% |
| Returns for 3 years | 30.26 | 66.47 | 46% |
| Returns for 5 years | -3.17 | 18.47 | -17% |
| Returns for 10 years | 47.92 | 85.50 | 56% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement