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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
Jul 14, 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: 141B vs. FIGSX (18.6B). AEPGX pays higher dividends than FIGSX: AEPGX (2.53) vs FIGSX (1.44). 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). FIGSX annual gain was more profitable for investors over the last year : 6.67 vs. AEPGX (5.55). FIGSX return over 5 years is better than : 12.39 vs. AEPGX (-5.69).
| 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 | 2.578 | 9.210 | 28% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 18.6B | 758% |
| Annual Yield % from dividends | 2.53 | 1.44 | 176% |
| Returns for 1 year | 5.55 | 6.67 | 83% |
| Returns for 3 years | 16.83 | 30.13 | 56% |
| Returns for 5 years | -5.69 | 12.39 | -46% |
| Returns for 10 years | 45.72 | 69.34 | 66% |
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