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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
Sep 17, 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 FZAIX is a Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 140B vs. FZAIX (6.98B). FZAIX pays higher dividends than AEPGX: FZAIX (2.74) vs AEPGX (2.48). 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 : 10.80 vs. AEPGX (1.85). FZAIX return over 5 years is better than : 18.60 vs. AEPGX (-5.30).
| 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 | 4.892 | 11.982 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 140B | 6.98B | 2,007% |
| Annual Yield % from dividends | 2.48 | 2.74 | 91% |
| Returns for 1 year | 1.85 | 10.80 | 17% |
| Returns for 3 years | 25.54 | 63.59 | 40% |
| Returns for 5 years | -5.30 | 18.60 | -29% |
| Returns for 10 years | 44.98 | 87.21 | 52% |
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