Interact to see
Advertisement
Advertisement
AEPGX vs FIIIX
AEPGX vs FIIIX Comparison
Open Charts AEPGX vs FIIIX
AEPGX vs FIIIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FIIIX commentary
Aug 11, 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 FIIIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FIIIX (6.37B). AEPGX pays higher dividends than FIIIX: AEPGX (2.56) 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 : 12.04 vs. AEPGX (7.49). FIIIX return over 5 years is better than : 21.92 vs. AEPGX (-3.34).
| 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 | 6.247 | 11.342 | 55% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.37B | 2,215% |
| Annual Yield % from dividends | 2.56 | 0.62 | 409% |
| Returns for 1 year | 7.49 | 12.04 | 62% |
| Returns for 3 years | 24.11 | 43.57 | 55% |
| Returns for 5 years | -3.34 | 21.92 | -15% |
| Returns for 10 years | 46.17 | 124.03 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement