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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
Jun 03, 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 Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FIIIX (8.27B). AEPGX pays higher dividends than FIIIX: AEPGX (2.47) vs FIIIX (0.63). 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). FIIIX is a more actively managed with annual turnover of: 39.00 vs. AEPGX (35.00). FIIIX has a lower initial minimum investment than AEPGX: FIIIX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 14.87 vs. FIIIX (9.87). FIIIX return over 5 years is better than : 22.41 vs. AEPGX (-1.55).
| 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 | 11.585 | 5.869 | 197% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.47 | 0.63 | 395% |
| Returns for 1 year | 14.87 | 9.87 | 151% |
| Returns for 3 years | 32.29 | 35.90 | 90% |
| Returns for 5 years | -1.55 | 22.41 | -7% |
| Returns for 10 years | 60.12 | 117.95 | 51% |
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