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AEPGX vs FZAJX
AEPGX vs FZAJX Comparison
Open Charts AEPGX vs FZAJX
AEPGX vs FZAJX Comparison Chart in %
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AEPGX vs. FZAJX commentary
Jun 24, 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 FZAJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 143B vs. FZAJX (8.27B). AEPGX pays higher dividends than FZAJX: AEPGX (2.47) vs FZAJX (0.81). AEPGX was incepted earlier than FZAJX: AEPGX (42 years) vs FZAJX (13 years). AEPGX (0.83) is less costly to investors than FZAJX (0.77). AEPGX is a more actively managed with annual turnover of: 50.00 vs. FZAJX (39.00). FZAJX has a lower initial minimum investment than AEPGX: FZAJX (0) vs AEPGX (250). FZAJX annual gain was more profitable for investors over the last year : 19.86 vs. AEPGX (10.63). FZAJX return over 5 years is better than : 29.36 vs. AEPGX (-5.44).
| AEPGX | FZAJX | AEPGX / FZAJX | |
| Total Expense Ratio | 0.83 | 0.77 | 108% |
| Annual Report Gross Expense Ratio | 0.83 | 0.77 | 108% |
| Fund Existence | 42 years | 13 years | - |
| Gain YTD | 3.966 | 12.848 | 31% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 143B | 8.27B | 1,730% |
| Annual Yield % from dividends | 2.47 | 0.81 | 304% |
| Returns for 1 year | 10.63 | 19.86 | 54% |
| Returns for 3 years | 23.43 | 46.42 | 50% |
| Returns for 5 years | -5.44 | 29.36 | -19% |
| Returns for 10 years | 57.75 | 148.79 | 39% |
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