AEPGX
Price
$62.25
Change
-$0.21 (-0.34%)
Updated
Jul 23 closing price
Net Assets
140.66B
FIATX
Price
$33.71
Change
-$0.35 (-1.03%)
Updated
Jul 23 closing price
Net Assets
18.5B
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AEPGX vs FIATX

AEPGX vs FIATX Comparison Chart in %
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AEPGX vs. FIATX commentary
Jul 24, 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 FIATX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIATX (18.5B). AEPGX pays higher dividends than FIATX: AEPGX (2.53) vs FIATX (0.18). AEPGX was incepted earlier than FIATX: AEPGX (42 years) vs FIATX (29 years). FIATX (1.39) is less costly to investors than AEPGX (0.83). FIATX is a more actively managed with annual turnover of: 96.00 vs. AEPGX (50.00). AEPGX initial investment is less costly to investors than FIATX (4%) vs FIATX (4%). FIATX has a lower initial minimum investment than AEPGX: FIATX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 3.21 vs. FIATX (-0.96). FIATX return over 5 years is better than : 18.73 vs. AEPGX (-5.33).
AEPGXFIATXAEPGX / FIATX
Total Expense Ratio0.831.3960%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence42 years29 years-
Gain YTD2.8766.33845%
Front Load6%4%164%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B18.5B762%
Annual Yield % from dividends2.530.181,402%
Returns for 1 year3.21-0.96-334%
Returns for 3 years18.3337.3549%
Returns for 5 years-5.3318.73-28%
Returns for 10 years46.33123.6637%
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