Interact to see
Advertisement
Advertisement
AEPGX vs FZABX
AEPGX vs FZABX Comparison
Open Charts AEPGX vs FZABX
AEPGX vs FZABX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
AEPGX vs. FZABX commentary
Jun 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 Hold and FZABX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B vs. FZABX (1.81B). AEPGX pays higher dividends than FZABX: AEPGX (2.47) vs FZABX (1.55). AEPGX was incepted earlier than FZABX: AEPGX (42 years) vs FZABX (13 years). AEPGX (0.83) is less costly to investors than FZABX (0.72). FZABX is a more actively managed with annual turnover of: 46.00 vs. AEPGX (35.00). FZABX has a lower initial minimum investment than AEPGX: FZABX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. FZABX (8.20). FZABX return over 5 years is better than : 7.11 vs. AEPGX (-1.65).
| AEPGX | FZABX | AEPGX / FZABX | |
| Total Expense Ratio | 0.83 | 0.72 | 115% |
| Annual Report Gross Expense Ratio | 0.83 | 0.72 | 115% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 12.180 | 10.805 | 113% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 1.81B | 7,561% |
| Annual Yield % from dividends | 2.47 | 1.55 | 159% |
| Returns for 1 year | 15.96 | 8.20 | 195% |
| Returns for 3 years | 33.00 | 31.67 | 104% |
| Returns for 5 years | -1.65 | 7.11 | -23% |
| Returns for 10 years | 60.98 | 68.99 | 88% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement