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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 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 Hold and FIDKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B 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 (35.00). 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 : 17.47 vs. AEPGX (14.87). FIDKX return over 5 years is better than : 21.34 vs. AEPGX (-1.55).
| 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 | 11.585 | 11.072 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.72 | 91% |
| Returns for 1 year | 14.87 | 17.47 | 85% |
| Returns for 3 years | 32.29 | 58.35 | 55% |
| Returns for 5 years | -1.55 | 21.34 | -7% |
| Returns for 10 years | 60.12 | 83.31 | 72% |
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