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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
Sep 17, 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 FIDZX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FIDZX (18.3B). AEPGX pays higher dividends than FIDZX: AEPGX (2.48) vs FIDZX (0.63). 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 : 2.62 vs. FIDZX (1.06). FIDZX return over 5 years is better than : 17.30 vs. AEPGX (-5.20).
| 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 | 5.421 | 6.280 | 86% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.48 | 0.63 | 392% |
| Returns for 1 year | 2.62 | 1.06 | 248% |
| Returns for 3 years | 26.17 | 45.04 | 58% |
| Returns for 5 years | -5.20 | 17.30 | -30% |
| Returns for 10 years | 45.72 | N/A | - |
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