AEPGX
Price
$64.97
Change
+$0.85 (+1.33%)
Updated
Sep 3 closing price
Net Assets
137.41B
FIGFX
Price
$24.41
Change
+$0.06 (+0.25%)
Updated
Sep 2 closing price
Net Assets
6.49B
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AEPGX vs FIGFX

AEPGX vs FIGFX Comparison Chart in %
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AEPGX vs. FIGFX commentary
Sep 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 StrongBuy and FIGFX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIGFX (6.49B). AEPGX pays higher dividends than FIGFX: AEPGX (2.48) vs FIGFX (0.63). 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 : 9.18 vs. AEPGX (8.63). FIGFX return over 5 years is better than : 14.86 vs. AEPGX (-4.81).
AEPGXFIGFXAEPGX / FIGFX
Total Expense Ratio0.830.8499%
Annual Report Gross Expense Ratio0.830.8499%
Fund Existence42 years19 years-
Gain YTD7.3717.391100%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets137B6.49B2,111%
Annual Yield % from dividends2.480.63396%
Returns for 1 year8.639.1894%
Returns for 3 years26.6739.5467%
Returns for 5 years-4.8114.86-32%
Returns for 10 years46.24116.2740%
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