AEPGX
Price
$65.00
Change
+$0.43 (+0.67%)
Updated
Aug 13 closing price
Net Assets
137.41B
FIATX
Price
$35.23
Change
+$0.37 (+1.06%)
Updated
Aug 13 closing price
Net Assets
18.02B
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AEPGX vs FIATX

AEPGX vs FIATX Comparison Chart in %
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AEPGX vs. FIATX commentary
Aug 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 Buy and FIATX is a Buy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIATX (18B). AEPGX pays higher dividends than FIATX: AEPGX (2.56) vs FIATX (0.19). 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 : 7.47 vs. FIATX (2.35). FIATX return over 5 years is better than : 18.20 vs. AEPGX (-2.53).
AEPGXFIATXAEPGX / FIATX
Total Expense Ratio0.831.3960%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence42 years29 years-
Gain YTD7.4208.83584%
Front Load6%4%164%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B18B761%
Annual Yield % from dividends2.560.191,335%
Returns for 1 year7.472.35319%
Returns for 3 years25.9643.4660%
Returns for 5 years-2.5318.20-14%
Returns for 10 years47.13123.2338%
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