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AEPGX vs FDVIX
AEPGX vs FDVIX Comparison
Open Charts AEPGX vs FDVIX
AEPGX vs FDVIX Comparison Chart in %
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AEPGX vs. FDVIX commentary
Sep 13, 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 FDVIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FDVIX (1.86B). AEPGX pays higher dividends than FDVIX: AEPGX (2.48) vs FDVIX (1.37). AEPGX was incepted earlier than FDVIX: AEPGX (42 years) vs FDVIX (28 years). FDVIX (0.86) and AEPGX (0.83) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 50.00 vs. FDVIX (46.00). FDVIX has a lower initial minimum investment than AEPGX: FDVIX (0) vs AEPGX (250). FDVIX annual gain was more profitable for investors over the last year : 5.64 vs. AEPGX (4.61). FDVIX return over 5 years is better than : 0.97 vs. AEPGX (-4.41).
| AEPGX | FDVIX | AEPGX / FDVIX | |
| Total Expense Ratio | 0.83 | 0.86 | 97% |
| Annual Report Gross Expense Ratio | 0.83 | 0.86 | 97% |
| Fund Existence | 42 years | 28 years | - |
| Gain YTD | 6.924 | 12.808 | 54% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 1.86B | 7,519% |
| Annual Yield % from dividends | 2.48 | 1.37 | 181% |
| Returns for 1 year | 4.61 | 5.64 | 82% |
| Returns for 3 years | 28.47 | 35.60 | 80% |
| Returns for 5 years | -4.41 | 0.97 | -457% |
| Returns for 10 years | 48.08 | 70.46 | 68% |
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