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AEPGX vs FIDZX
AEPGX vs FIDZX Comparison
Open Charts AEPGX vs FIDZX
AEPGX vs FIDZX Comparison Chart in %
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AEPGX vs. FIDZX commentary
Aug 26, 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 StrongBuy and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIDZX (18B). AEPGX pays higher dividends than FIDZX: AEPGX (2.56) vs FIDZX (0.65). AEPGX was incepted earlier than FIDZX: AEPGX (42 years) vs FIDZX (10 years). AEPGX (0.83) is less costly to investors than FIDZX (0.78). FIDZX is a more actively managed with annual turnover of: 96.00 vs. AEPGX (50.00). FIDZX has a lower initial minimum investment than AEPGX: FIDZX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 6.35 vs. FIDZX (4.17). FIDZX return over 5 years is better than : 22.97 vs. AEPGX (-2.51).
| AEPGX | FIDZX | AEPGX / FIDZX | |
| Total Expense Ratio | 0.83 | 0.78 | 106% |
| Annual Report Gross Expense Ratio | 0.83 | 0.78 | 106% |
| Fund Existence | 42 years | 10 years | - |
| Gain YTD | 7.338 | 9.669 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 18B | 761% |
| Annual Yield % from dividends | 2.56 | 0.65 | 394% |
| Returns for 1 year | 6.35 | 4.17 | 152% |
| Returns for 3 years | 29.46 | 50.33 | 59% |
| Returns for 5 years | -2.51 | 22.97 | -11% |
| Returns for 10 years | 48.49 | N/A | - |
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