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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
Sep 02, 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 StrongBuy and FIIIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIIIX (6.37B). AEPGX pays higher dividends than FIIIX: AEPGX (2.48) vs FIIIX (0.62). 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 : 10.82 vs. AEPGX (7.89). FIIIX return over 5 years is better than : 18.11 vs. AEPGX (-4.03).
| 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 | 7.486 | 9.797 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 6.37B | 2,152% |
| Annual Yield % from dividends | 2.48 | 0.62 | 397% |
| Returns for 1 year | 7.89 | 10.82 | 73% |
| Returns for 3 years | 26.81 | 42.53 | 63% |
| Returns for 5 years | -4.03 | 18.11 | -22% |
| Returns for 10 years | 46.39 | 120.73 | 38% |
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