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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 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 FZAJX is a Buy.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 137B 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). FZAJX is a more actively managed with annual turnover of: 39.00 vs. AEPGX (35.00). FZAJX has a lower initial minimum investment than AEPGX: FZAJX (0) vs AEPGX (250). AEPGX annual gain was more profitable for investors over the last year : 15.96 vs. FZAJX (9.99). FZAJX return over 5 years is better than : 23.17 vs. AEPGX (-1.65).
| 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 | 12.180 | 5.916 | 206% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 137B | 8.27B | 1,657% |
| Annual Yield % from dividends | 2.47 | 0.81 | 304% |
| Returns for 1 year | 15.96 | 9.99 | 160% |
| Returns for 3 years | 33.00 | 36.36 | 91% |
| Returns for 5 years | -1.65 | 23.17 | -7% |
| Returns for 10 years | 60.98 | 120.03 | 51% |
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