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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
Aug 12, 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 FTADX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FTADX (6.88B). AEPGX pays higher dividends than FTADX: AEPGX (2.56) vs FTADX (2.30). 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 : 16.41 vs. AEPGX (8.02). FTADX return over 5 years is better than : 19.36 vs. AEPGX (-3.14).
| 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 | 6.197 | 13.899 | 45% |
| Front Load | 6% | 4% | 164% |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 6.88B | 2,049% |
| Annual Yield % from dividends | 2.56 | 2.30 | 111% |
| Returns for 1 year | 8.02 | 16.41 | 49% |
| Returns for 3 years | 24.05 | 60.24 | 40% |
| Returns for 5 years | -3.14 | 19.36 | -16% |
| Returns for 10 years | 46.11 | 81.05 | 57% |
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