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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
Jul 21, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FTADX (13.2B). AEPGX pays higher dividends than FTADX: AEPGX (2.53) vs FTADX (2.25). AEPGX was incepted earlier than FTADX: AEPGX (42 years) vs FTADX (22 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 : 12.71 vs. AEPGX (3.98). FTADX return over 5 years is better than : 18.67 vs. AEPGX (-5.88).
| 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 | 22 years | - |
| Gain YTD | 1.355 | 8.981 | 15% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.53 | 2.25 | 113% |
| Returns for 1 year | 3.98 | 12.71 | 31% |
| Returns for 3 years | 16.20 | 49.24 | 33% |
| Returns for 5 years | -5.88 | 18.67 | -31% |
| Returns for 10 years | 43.89 | 78.77 | 56% |
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