AEPGX
Price
$66.22
Change
+$2.16 (+3.37%)
Updated
Jun 11 closing price
Net Assets
143.2B
FIATX
Price
$32.94
Change
-$0.81 (-2.40%)
Updated
Jun 10 closing price
Net Assets
16.59B
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AEPGX vs FIATX

Header iconAEPGX vs FIATX Comparison
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AEPGX vs FIATX Comparison Chart in %
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AEPGX vs. FIATX commentary
Jun 12, 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: 143B vs. FIATX (16.6B). AEPGX pays higher dividends than FIATX: AEPGX (2.47) 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 : 14.19 vs. FIATX (-0.37). FIATX return over 5 years is better than : 16.44 vs. AEPGX (-4.66).
AEPGXFIATXAEPGX / FIATX
Total Expense Ratio0.831.3960%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence42 years29 years-
Gain YTD9.4362.841332%
Front Load6%4%164%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B16.6B861%
Annual Yield % from dividends2.470.191,327%
Returns for 1 year14.19-0.37-3,807%
Returns for 3 years27.9735.0680%
Returns for 5 years-4.6616.44-28%
Returns for 10 years62.45122.8651%
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