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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 04, 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 Buy and FIDZX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B 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 : 8.95 vs. FIDZX (3.52). FIDZX return over 5 years is better than : 19.86 vs. AEPGX (-4.90).
| 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 | 3.768 | 5.724 | 66% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18B | 783% |
| Annual Yield % from dividends | 2.56 | 0.65 | 394% |
| Returns for 1 year | 8.95 | 3.52 | 255% |
| Returns for 3 years | 20.90 | 42.37 | 49% |
| Returns for 5 years | -4.90 | 19.86 | -25% |
| Returns for 10 years | 45.72 | N/A | - |
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