AEPGX
Price
$62.07
Change
-$1.04 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
FIGFX
Price
$24.25
Change
-$0.47 (-1.90%)
Updated
Jul 13 closing price
Net Assets
9.48B
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AEPGX vs FIGFX

AEPGX vs FIGFX Comparison Chart in %
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AEPGX vs. FIGFX commentary
Jul 14, 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 FIGFX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIGFX (9.48B). AEPGX pays higher dividends than FIGFX: AEPGX (2.53) vs FIGFX (0.61). AEPGX was incepted earlier than FIGFX: AEPGX (42 years) vs FIGFX (19 years). FIGFX (0.84) and AEPGX (0.83) have similar cost to investors . AEPGX is a more actively managed with annual turnover of: 50.00 vs. FIGFX (39.00). FIGFX has a lower initial minimum investment than AEPGX: FIGFX (0) vs AEPGX (250). FIGFX annual gain was more profitable for investors over the last year : 10.12 vs. AEPGX (5.55). FIGFX return over 5 years is better than : 21.93 vs. AEPGX (-5.69).
AEPGXFIGFXAEPGX / FIGFX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.830.8499%
Fund Existence42 years19 years-
Gain YTD2.5788.75529%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B9.48B1,488%
Annual Yield % from dividends2.530.61417%
Returns for 1 year5.5510.1255%
Returns for 3 years16.8335.0148%
Returns for 5 years-5.6921.93-26%
Returns for 10 years45.72125.4736%
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