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AEPGX vs FIGSX
AEPGX vs FIGSX Comparison
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AEPGX vs FIGSX Comparison Chart in %
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AEPGX vs. FIGSX 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 FIGSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIGSX (17.9B). AEPGX pays higher dividends than FIGSX: AEPGX (2.47) vs FIGSX (1.50). AEPGX was incepted earlier than FIGSX: AEPGX (42 years) vs FIGSX (17 years). AEPGX (0.83) is less costly to investors than FIGSX (0.00). FIGSX (36.00) and AEPGX (35.00) have comparable annual turnover. FIGSX has a lower initial minimum investment than AEPGX: FIGSX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. FIGSX (6.43). FIGSX return over 5 years is better than : 12.95 vs. AEPGX (-1.55).
| AEPGX | FIGSX | AEPGX / FIGSX | |
| Total Expense Ratio | 0.83 | 0.00 | - |
| Annual Report Gross Expense Ratio | 0.83 | 0.00 | - |
| Fund Existence | 42 years | 17 years | - |
| Gain YTD | 11.585 | 6.175 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 17.9B | 765% |
| Annual Yield % from dividends | 2.47 | 1.50 | 165% |
| Returns for 1 year | 14.87 | 6.43 | 231% |
| Returns for 3 years | 32.29 | 31.05 | 104% |
| Returns for 5 years | -1.55 | 12.95 | -12% |
| Returns for 10 years | 60.12 | 63.80 | 94% |
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