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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
Sep 12, 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: 140B vs. FIGRX (6.98B). FIGRX pays higher dividends than AEPGX: FIGRX (2.65) vs AEPGX (2.48). 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 : 11.52 vs. AEPGX (4.61). FIGRX return over 5 years is better than : 18.01 vs. AEPGX (-4.41).
| 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 | 6.924 | 12.391 | 56% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.48 | 2.65 | 94% |
| Returns for 1 year | 4.61 | 11.52 | 40% |
| Returns for 3 years | 28.47 | 64.42 | 44% |
| Returns for 5 years | -4.41 | 18.01 | -25% |
| Returns for 10 years | 48.08 | 86.31 | 56% |
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