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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
Jul 14, 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 Hold.
FUNDAMENTALS
Fundamentals
AEPGX has more cash in the bank: 141B vs. FZAJX (9.48B). AEPGX pays higher dividends than FZAJX: AEPGX (2.53) vs FZAJX (0.78). 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 : 10.13 vs. AEPGX (5.55). FZAJX return over 5 years is better than : 22.49 vs. AEPGX (-5.69).
| 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 | 2.578 | 8.742 | 29% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 9.48B | 1,488% |
| Annual Yield % from dividends | 2.53 | 0.78 | 326% |
| Returns for 1 year | 5.55 | 10.13 | 55% |
| Returns for 3 years | 16.83 | 35.32 | 48% |
| Returns for 5 years | -5.69 | 22.49 | -25% |
| Returns for 10 years | 45.72 | 126.91 | 36% |
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