AEPGX
Price
$65.69
Change
+$0.65 (+1.00%)
Updated
Sep 8 closing price
Net Assets
137.41B
FIATX
Price
$35.27
Change
+$0.26 (+0.74%)
Updated
Sep 8 closing price
Net Assets
18.3B
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AEPGX vs FIATX

AEPGX vs FIATX Comparison Chart in %
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AEPGX vs. FIATX commentary
Sep 09, 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: 137B vs. FIATX (18.3B). AEPGX pays higher dividends than FIATX: AEPGX (2.48) 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 : 7.92 vs. FIATX (3.73). FIATX return over 5 years is better than : 16.39 vs. AEPGX (-3.14).
AEPGXFIATXAEPGX / FIATX
Total Expense Ratio0.831.3960%
Annual Report Gross Expense Ratio0.831.3960%
Fund Existence42 years29 years-
Gain YTD8.5619.30492%
Front Load6%4%164%
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B18.3B749%
Annual Yield % from dividends2.480.191,324%
Returns for 1 year7.923.73212%
Returns for 3 years30.5647.0265%
Returns for 5 years-3.1416.39-19%
Returns for 10 years48.26130.3537%
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