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AEPGX vs FZAIX
AEPGX vs FZAIX Comparison
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AEPGX vs FZAIX Comparison Chart in %
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AEPGX vs. FZAIX commentary
Jun 19, 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: 143B vs. FZAIX (13B). FZAIX pays higher dividends than AEPGX: FZAIX (2.78) vs AEPGX (2.47). 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 : 20.34 vs. AEPGX (11.72). FZAIX return over 5 years is better than : 26.12 vs. AEPGX (-2.51).
| 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 | 5.255 | 12.740 | 41% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 13B | 1,100% |
| Annual Yield % from dividends | 2.47 | 2.78 | 89% |
| Returns for 1 year | 11.72 | 20.34 | 58% |
| Returns for 3 years | 20.76 | 56.35 | 37% |
| Returns for 5 years | -2.51 | 26.12 | -10% |
| Returns for 10 years | 56.75 | 94.95 | 60% |
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