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AEPGX vs FIADX
AEPGX vs FIADX Comparison
Open Charts AEPGX vs FIADX
AEPGX vs FIADX Comparison Chart in %
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AEPGX vs. FIADX commentary
Jun 03, 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 FIADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIADX (13B). FIADX pays higher dividends than AEPGX: FIADX (2.72) vs AEPGX (2.47). AEPGX was incepted earlier than FIADX: AEPGX (42 years) vs FIADX (21 years). AEPGX (0.83) is less costly to investors than FIADX (0.70). FIADX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (35.00). FIADX has a lower initial minimum investment than AEPGX: FIADX (0) vs AEPGX (250). FIADX annual gain was more profitable for investors over the last year : 17.32 vs. AEPGX (14.87). FIADX return over 5 years is better than : 20.62 vs. AEPGX (-1.55).
| AEPGX | FIADX | AEPGX / FIADX | |
| Total Expense Ratio | 0.83 | 0.70 | 119% |
| Annual Report Gross Expense Ratio | 0.83 | 0.70 | 119% |
| Fund Existence | 42 years | 21 years | - |
| Gain YTD | 11.585 | 11.007 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.72 | 91% |
| Returns for 1 year | 14.87 | 17.32 | 86% |
| Returns for 3 years | 32.29 | 57.78 | 56% |
| Returns for 5 years | -1.55 | 20.62 | -8% |
| Returns for 10 years | 60.12 | 82.24 | 73% |
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