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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
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 FIADX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIADX (13.2B). FIADX pays higher dividends than AEPGX: FIADX (2.67) vs AEPGX (2.53). AEPGX was incepted earlier than FIADX: AEPGX (42 years) vs FIADX (22 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 (50.00). 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 : 15.96 vs. AEPGX (5.55). FIADX return over 5 years is better than : 22.94 vs. AEPGX (-5.69).
| 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 | 22 years | - |
| Gain YTD | 2.578 | 11.923 | 22% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.53 | 2.67 | 95% |
| Returns for 1 year | 5.55 | 15.96 | 35% |
| Returns for 3 years | 16.83 | 53.64 | 31% |
| Returns for 5 years | -5.69 | 22.94 | -25% |
| Returns for 10 years | 45.72 | 88.78 | 51% |
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