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AEPGX vs FDIKX
AEPGX vs FDIKX Comparison
Open Charts AEPGX vs FDIKX
AEPGX vs FDIKX Comparison Chart in %
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AEPGX vs. FDIKX 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 FDIKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FDIKX (9.82B). AEPGX pays higher dividends than FDIKX: AEPGX (2.48) vs FDIKX (1.57). AEPGX was incepted earlier than FDIKX: AEPGX (42 years) vs FDIKX (18 years). AEPGX (0.83) is less costly to investors than FDIKX (0.59). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FDIKX (47.00). FDIKX has a lower initial minimum investment than AEPGX: FDIKX (0) vs AEPGX (250). FDIKX annual gain was more profitable for investors over the last year : 9.20 vs. AEPGX (4.61). FDIKX return over 5 years is better than : 8.69 vs. AEPGX (-4.41).
| AEPGX | FDIKX | AEPGX / FDIKX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 6.924 | 13.046 | 53% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 9.82B | 1,425% |
| Annual Yield % from dividends | 2.48 | 1.57 | 158% |
| Returns for 1 year | 4.61 | 9.20 | 50% |
| Returns for 3 years | 28.47 | 44.56 | 64% |
| Returns for 5 years | -4.41 | 8.69 | -51% |
| Returns for 10 years | 48.08 | 69.14 | 70% |
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