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AEPGX vs FIDKX
AEPGX vs FIDKX Comparison
Open Charts AEPGX vs FIDKX
AEPGX vs FIDKX Comparison Chart in %
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AEPGX vs. FIDKX commentary
Jun 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 FIDKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. FIDKX (13B). FIDKX pays higher dividends than AEPGX: FIDKX (2.72) vs AEPGX (2.47). AEPGX was incepted earlier than FIDKX: AEPGX (42 years) vs FIDKX (18 years). AEPGX (0.83) is less costly to investors than FIDKX (0.59). FIDKX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (50.00). FIDKX has a lower initial minimum investment than AEPGX: FIDKX (0) vs AEPGX (250). FIDKX annual gain was more profitable for investors over the last year : 22.64 vs. AEPGX (10.63). FIDKX return over 5 years is better than : 27.03 vs. AEPGX (-5.44).
| AEPGX | FIDKX | AEPGX / FIDKX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 42 years | 18 years | - |
| Gain YTD | 3.966 | 14.411 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.47 | 2.72 | 91% |
| Returns for 1 year | 10.63 | 22.64 | 47% |
| Returns for 3 years | 23.43 | 63.87 | 37% |
| Returns for 5 years | -5.44 | 27.03 | -20% |
| Returns for 10 years | 57.75 | 103.36 | 56% |
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