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AEPGX vs FTADX
AEPGX vs FTADX Comparison
Open Charts AEPGX vs FTADX
AEPGX vs FTADX Comparison Chart in %
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AEPGX vs. FTADX commentary
Jun 24, 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 FTADX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. FTADX (13B). AEPGX pays higher dividends than FTADX: AEPGX (2.47) vs FTADX (2.29). AEPGX was incepted earlier than FTADX: AEPGX (42 years) vs FTADX (21 years). FTADX (1.20) is less costly to investors than AEPGX (0.83). FTADX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (50.00). AEPGX initial investment is less costly to investors than FTADX (4%) vs FTADX (4%). FTADX has a lower initial minimum investment than AEPGX: FTADX (0) vs AEPGX (250). FTADX annual gain was more profitable for investors over the last year : 21.81 vs. AEPGX (10.63). FTADX return over 5 years is better than : 22.82 vs. AEPGX (-5.44).
| AEPGX | FTADX | AEPGX / FTADX | |
| Total Expense Ratio | 0.83 | 1.20 | 69% |
| Annual Report Gross Expense Ratio | 0.83 | 1.20 | 69% |
| Fund Existence | 42 years | 21 years | - |
| Gain YTD | 3.966 | 14.077 | 28% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.47 | 2.29 | 108% |
| Returns for 1 year | 10.63 | 21.81 | 49% |
| Returns for 3 years | 23.43 | 60.72 | 39% |
| Returns for 5 years | -5.44 | 22.82 | -24% |
| Returns for 10 years | 57.75 | 96.47 | 60% |
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