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AEPGX vs FIATX
AEPGX vs FIATX Comparison
Open Charts AEPGX vs FIATX
AEPGX vs FIATX Comparison Chart in %
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AEPGX vs. FIATX commentary
Jul 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 Buy and FIATX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B 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 : 7.61 vs. FIATX (6.37). FIATX return over 5 years is better than : 26.53 vs. AEPGX (-4.48).
| AEPGX | FIATX | AEPGX / FIATX | |
| Total Expense Ratio | 0.83 | 1.39 | 60% |
| Annual Report Gross Expense Ratio | 0.83 | 1.39 | 60% |
| Fund Existence | 42 years | 29 years | - |
| Gain YTD | 4.363 | 11.989 | 36% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 18.5B | 773% |
| Annual Yield % from dividends | 2.53 | 0.18 | 1,402% |
| Returns for 1 year | 7.61 | 6.37 | 120% |
| Returns for 3 years | 21.57 | 44.65 | 48% |
| Returns for 5 years | -4.48 | 26.53 | -17% |
| Returns for 10 years | 53.38 | 139.30 | 38% |
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