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AEPGX vs FZAIX
AEPGX vs FZAIX Comparison
Open Charts AEPGX vs FZAIX
AEPGX vs FZAIX Comparison Chart in %
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AEPGX vs. FZAIX commentary
Aug 03, 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 FZAIX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FZAIX (13.2B). FZAIX pays higher dividends than AEPGX: FZAIX (2.79) vs AEPGX (2.56). AEPGX was incepted earlier than FZAIX: AEPGX (42 years) vs FZAIX (13 years). AEPGX (0.83) is less costly to investors than FZAIX (0.59). FZAIX is a more actively managed with annual turnover of: 54.00 vs. AEPGX (50.00). FZAIX has a lower initial minimum investment than AEPGX: FZAIX (0) vs AEPGX (250). FZAIX annual gain was more profitable for investors over the last year : 16.73 vs. AEPGX (8.28). FZAIX return over 5 years is better than : 23.14 vs. AEPGX (-3.18).
| AEPGX | FZAIX | AEPGX / FZAIX | |
| Total Expense Ratio | 0.83 | 0.59 | 141% |
| Annual Report Gross Expense Ratio | 0.83 | 0.59 | 141% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 3.933 | 11.330 | 35% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 13.2B | 1,068% |
| Annual Yield % from dividends | 2.56 | 2.79 | 92% |
| Returns for 1 year | 8.28 | 16.73 | 50% |
| Returns for 3 years | 18.54 | 55.20 | 34% |
| Returns for 5 years | -3.18 | 23.14 | -14% |
| Returns for 10 years | 46.68 | 86.81 | 54% |
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