AEPGX
Price
$62.99
Change
-$0.16 (-0.25%)
Updated
Jul 2 closing price
Net Assets
143.2B
FKIDX
Price
$20.06
Change
+$0.13 (+0.65%)
Updated
Jul 2 closing price
Net Assets
5.34B
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AEPGX vs FKIDX

AEPGX vs FKIDX Comparison Chart in %
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AEPGX vs. FKIDX commentary
Jul 04, 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 FKIDX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. FKIDX (5.34B). AEPGX pays higher dividends than FKIDX: AEPGX (2.53) vs FKIDX (1.67). AEPGX was incepted earlier than FKIDX: AEPGX (42 years) vs FKIDX (9 years). AEPGX (0.83) is less costly to investors than FKIDX (0.60). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FKIDX (45.00). FKIDX has a lower initial minimum investment than AEPGX: FKIDX (0) vs AEPGX (250). FKIDX annual gain was more profitable for investors over the last year : 21.91 vs. AEPGX (6.92). FKIDX return over 5 years is better than : 45.92 vs. AEPGX (-4.72).
AEPGXFKIDXAEPGX / FKIDX
Total Expense Ratio0.830.60138%
Annual Report Gross Expense Ratio0.830.60138%
Fund Existence42 years9 years-
Gain YTD4.09913.20531%
Front Load6%N/A-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets143B5.34B2,679%
Annual Yield % from dividends2.531.67152%
Returns for 1 year6.9221.9132%
Returns for 3 years21.7859.2037%
Returns for 5 years-4.7245.92-10%
Returns for 10 years52.99N/A-
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