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AEPGX vs FIGRX
AEPGX vs FIGRX Comparison
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AEPGX vs FIGRX Comparison Chart in %
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AEPGX vs. FIGRX commentary
Aug 02, 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 FIGRX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIGRX (13.2B). FIGRX pays higher dividends than AEPGX: FIGRX (2.70) vs AEPGX (2.56). AEPGX was incepted earlier than FIGRX: AEPGX (42 years) vs FIGRX (40 years). AEPGX (0.83) is less costly to investors than FIGRX (0.66). FIGRX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (50.00). FIGRX has a lower initial minimum investment than AEPGX: FIGRX (0) vs AEPGX (250). FIGRX annual gain was more profitable for investors over the last year : 16.68 vs. AEPGX (8.28). FIGRX return over 5 years is better than : 22.66 vs. AEPGX (-3.18).
| AEPGX | FIGRX | AEPGX / FIGRX | |
| Total Expense Ratio | 0.83 | 0.66 | 126% |
| Annual Report Gross Expense Ratio | 0.83 | 0.66 | 126% |
| Fund Existence | 42 years | 40 years | - |
| Gain YTD | 3.933 | 11.288 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.56 | 2.70 | 95% |
| Returns for 1 year | 8.28 | 16.68 | 50% |
| Returns for 3 years | 18.54 | 54.88 | 34% |
| Returns for 5 years | -3.18 | 22.66 | -14% |
| Returns for 10 years | 46.68 | 85.21 | 55% |
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