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AEPGX vs FIIIX
AEPGX vs FIIIX Comparison
Open Charts AEPGX vs FIIIX
AEPGX vs FIIIX Comparison Chart in %
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AEPGX vs. FIIIX commentary
Jul 15, 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 FIIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIIIX (9.48B). AEPGX pays higher dividends than FIIIX: AEPGX (2.53) vs FIIIX (0.60). AEPGX was incepted earlier than FIIIX: AEPGX (42 years) vs FIIIX (19 years). FIIIX (0.88) is less costly to investors than AEPGX (0.83). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FIIIX (39.00). FIIIX has a lower initial minimum investment than AEPGX: FIIIX (0) vs AEPGX (250). FIIIX annual gain was more profitable for investors over the last year : 10.05 vs. AEPGX (5.55). FIIIX return over 5 years is better than : 21.79 vs. AEPGX (-5.69).
| AEPGX | FIIIX | AEPGX / FIIIX | |
| Total Expense Ratio | 0.83 | 0.88 | 94% |
| Annual Report Gross Expense Ratio | 0.83 | 0.88 | 94% |
| Fund Existence | 42 years | 19 years | - |
| Gain YTD | 2.578 | 8.694 | 30% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.53 | 0.60 | 424% |
| Returns for 1 year | 5.55 | 10.05 | 55% |
| Returns for 3 years | 16.83 | 34.86 | 48% |
| Returns for 5 years | -5.69 | 21.79 | -26% |
| Returns for 10 years | 45.72 | 124.96 | 37% |
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