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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
Jul 14, 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: 141B vs. FDIVX (15.4B). AEPGX pays higher dividends than FDIVX: AEPGX (2.53) 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 : 12.60 vs. AEPGX (5.55). FDIVX return over 5 years is better than : 14.12 vs. AEPGX (-5.69).
| 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 | 2.578 | 13.181 | 20% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 15.4B | 916% |
| Annual Yield % from dividends | 2.53 | 1.52 | 166% |
| Returns for 1 year | 5.55 | 12.60 | 44% |
| Returns for 3 years | 16.83 | 37.36 | 45% |
| Returns for 5 years | -5.69 | 14.12 | -40% |
| Returns for 10 years | 45.72 | 73.43 | 62% |
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