Interact to see
Advertisement
Advertisement
AEPGX vs FDIVX
AEPGX vs FDIVX Comparison
Open Charts AEPGX vs FDIVX
AEPGX vs FDIVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FDIVX 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 FDIVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FDIVX (9.82B). AEPGX pays higher dividends than FDIVX: AEPGX (2.48) vs FDIVX (1.52). 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 : 13.04 vs. AEPGX (7.71). FDIVX return over 5 years is better than : 10.50 vs. AEPGX (-3.17).
| 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 | 8.313 | 15.361 | 54% |
| 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 | 1.52 | 163% |
| Returns for 1 year | 7.71 | 13.04 | 59% |
| Returns for 3 years | 30.26 | 47.84 | 63% |
| Returns for 5 years | -3.17 | 10.50 | -30% |
| Returns for 10 years | 47.92 | 70.64 | 68% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement