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AEPGX vs FDIVX
AEPGX vs FDIVX Comparison
Open Charts AEPGX vs FDIVX
AEPGX vs FDIVX Comparison Chart in %
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AEPGX vs. FDIVX commentary
Jun 24, 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 FDIVX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. FDIVX (15B). AEPGX pays higher dividends than FDIVX: AEPGX (2.47) vs FDIVX (1.56). AEPGX was incepted earlier than FDIVX: AEPGX (42 years) vs FDIVX (35 years). AEPGX (0.83) is less costly to investors than FDIVX (0.66). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FDIVX (47.00). FDIVX has a lower initial minimum investment than AEPGX: FDIVX (0) vs AEPGX (250). FDIVX annual gain was more profitable for investors over the last year : 17.59 vs. AEPGX (14.21). FDIVX return over 5 years is better than : 17.92 vs. AEPGX (-1.85).
| AEPGX | FDIVX | AEPGX / FDIVX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 42 years | 35 years | - |
| Gain YTD | 7.057 | 14.826 | 48% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 15B | 953% |
| Annual Yield % from dividends | 2.47 | 1.56 | 158% |
| Returns for 1 year | 14.21 | 17.59 | 81% |
| Returns for 3 years | 27.10 | 45.31 | 60% |
| Returns for 5 years | -1.85 | 17.92 | -10% |
| Returns for 10 years | 62.44 | 84.99 | 73% |
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