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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
Sep 13, 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 FIGSX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FIGSX (18.3B). AEPGX pays higher dividends than FIGSX: AEPGX (2.48) vs FIGSX (1.48). 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). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FIGSX (36.00). 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 : 4.61 vs. FIGSX (1.56). FIGSX return over 5 years is better than : 5.28 vs. AEPGX (-4.41).
| 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 | 6.924 | 7.117 | 97% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 18.3B | 765% |
| Annual Yield % from dividends | 2.48 | 1.48 | 168% |
| Returns for 1 year | 4.61 | 1.56 | 296% |
| Returns for 3 years | 28.47 | 35.99 | 79% |
| Returns for 5 years | -4.41 | 5.28 | -84% |
| Returns for 10 years | 48.08 | 65.62 | 73% |
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