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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
Jun 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 Hold and FIGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIGRX (13B). FIGRX pays higher dividends than AEPGX: FIGRX (2.69) vs AEPGX (2.47). AEPGX was incepted earlier than FIGRX: AEPGX (42 years) vs FIGRX (39 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 (35.00). 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 : 17.41 vs. AEPGX (14.87). FIGRX return over 5 years is better than : 20.84 vs. AEPGX (-1.55).
| 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 | 39 years | - |
| Gain YTD | 11.585 | 11.026 | 105% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 13B | 1,054% |
| Annual Yield % from dividends | 2.47 | 2.69 | 92% |
| Returns for 1 year | 14.87 | 17.41 | 85% |
| Returns for 3 years | 32.29 | 58.00 | 56% |
| Returns for 5 years | -1.55 | 20.84 | -7% |
| Returns for 10 years | 60.12 | 82.62 | 73% |
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